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Catie Hogan, The Motley Fool
Thu, August 13, 2026 astatine 11:25 AM CDT 5 min read
The energy request from artificial quality has created an immense powerfulness problem, and atomic has emerged arsenic 1 of the champion solutions. Hyperscalers request constant, carbon-free energy to tally their information centers. Nuclear developers and providers are present immoderate of the astir important AI infrastructure stocks. Here are 4 companies positioned to beryllium leaders successful the AI powerfulness roar done 2027 and beyond.
Oklo's awaiting support
One of the astir talked-about pure-play tiny modular reactor (SMR) developers is Oklo (NYSE: OKLO). The company, portion technically inactive pre-revenue, has galore agreements successful the pipeline. They see a 1.2-gigawatt (GW) strategy for Meta Platforms successful Ohio. Oklo besides acquired the radioisotope shaper Atomic Alchemy to grow its capabilities beyond selling SMRs.
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Oklo skyrocketed successful 2025 connected enthusiasm for SMRs and nuclear's relation wrong the AI renaissance. It has since pulled backmost dramatically. Oklo's banal has slipped much than 35% implicit the past 12 months, creating a much appealing introduction constituent for opportunistic yet diligent investors.
The institution isn't expected to nutrient important gross until the extremity of 2027 oregon 2028. Oklo has promising technology, but it remains mostly unproven and requires afloat support from the Nuclear Regulatory Commission (NRC). Once that hurdle is cleared, the entity is the bounds for Oklo.
This banal is champion suited for investors with higher hazard tolerances and an appetite for near- and intermediate-term volatility.
Constellation Energy dominates
On the other extremity of the hazard spectrum is Constellation Energy (NASDAQ: CEG), which is already the largest proprietor and relation of atomic procreation successful the U.S. The institution has semipermanent powerfulness acquisition agreements successful spot with hyperscalers specified arsenic Meta and Microsoft.
Constellation besides acquired Calpine earlier this twelvemonth for $26.6 billion. This determination doubled Constellation's footprint to astir 55 GWs. This further positions the institution to seizure AI-related demand.
Constellation does commercialized astatine a premium, but that's due to the fact that it's precise overmuch a person successful the atomic assemblage and volition beryllium for years to come. Constellation is besides acold little of a hazard compared to smaller businesses specified arsenic Oklo. It's suited for income and maturation investors alike, arsenic it pays $1.70 per stock annually. It's not a high-yielding stock, but it is consistently increasing its dividend.
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