Nuclear energy is staging a comeback, fueled by AI’s voracious energy appetite and the grid’s inability to keep up. With Bank of America pegging it as a $10 trillion opportunity, big tech is turning to nuclear for clean, reliable baseload power to meet climate goals and massive infrastructure needs. Companies like NuScale and Oklo, pushing small modular reactors, are leading the charge—but investors should brace for volatility as these high-potential plays still face years of delays and regulatory hurdles.
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