Electricity demand in the U.S. is poised to surge 20-25% by 2030, fueled by AI, EVs, and electrification—creating a massive opportunity for power suppliers. NuScale Power, with its NRC-approved small modular nuclear reactor, is positioned to lead the charge. Though not yet commercially deployed, early projects in Romania and Tennessee are critical proof-of-concept milestones, akin to Tesla’s first cars. Success here could unlock widespread adoption by 2036, as utilities scramble to meet rising demand. While the future looks promising, investors should stay informed—this emerging tech carries both high rewards and inherent risks.
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