Last mentioned: Mar 18, 2026
Bipartisan Nuclear Support
New federal incentives for nuclear plant life extensions and SMR development take effect.
Google-Kairos Partnership
Google signs first-ever corporate agreement to purchase power from SMRs.
Microsoft-Constellation PPA
Historic 20-year agreement to restart Three Mile Island for AI power.
Amazon-Talen Deal
AWS acquires a data center campus directly connected to a nuclear plant.
The exponential growth of AI data centers is driving a historic resurgence in nuclear energy, as tech giants seek reliable, 24/7 carbon-free power. This shift is creating a long-term investment cycle for nuclear utilities and uranium producers positioned to meet the massive energy demands of the AI era.