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[BUSINESS] · United States · 4 sources

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Part of situation: US nuclear energy deals for technology companies (7 clusters)

Nuclear energy stocks face volatility amid AI-driven demand and Meta's Ohio power deal

nuclear energy small modular reactors data centers AI infrastructure clean energy investment

Technology companies are increasingly investing in nuclear energy to power AI data centers, despite significant volatility in nuclear-focused stocks. Meta Platforms has entered an agreement with Oklo Inc. to support a 1.2-gigawatt nuclear energy campus in Pike County, Ohio. This project aims to provide electricity for Meta's regional data centers and AI infrastructure, with initial generation targeted for 2030 and full capacity potentially online by 2034.

Oklo Inc. plans to operate Aurora reactors with capacities ranging from 15 to 75 megawatts. While the company has secured interest from major players, it still faces hurdles regarding licensing, financing, and construction.

In the broader market, many nuclear energy companies have seen substantial value declines over the past year. NuScale Power Corp. has lost approximately 82% of its value, Oklo Inc. has decreased by roughly 75%, and Nano Nuclear Energy has fallen nearly 68%. NuScale previously received standard design approval from the Nuclear Regulatory Commission for its 77-megawatt small modular reactor technology in May 2025.

Entities

Meta Platforms · NuScale Power Corp. · Nuclear Regulatory Commission · Oklo Inc. · Pike County, Ohio

Claims

What the coverage asserts, and how many sources carry each claim.

  • [○ 1 SOURCE] The Ohio nuclear energy campus targets initial generation as early as 2030, with full capacity potentially online by 2034. oilprice.com
  • [○ 1 SOURCE] NuScale Power Corp. received standard design approval from the Nuclear Regulatory Commission for its 77-megawatt small modular reactor technology in May 2025. oilprice.com
  • [○ 1 SOURCE] Over the past year, NuScale Power Corp. has lost approximately 82% of its value, Oklo Inc. has dropped roughly 75%, and Nano Nuclear Energy has fallen nearly 68%. oilprice.com
  • [● 2 SOURCES] Meta Platforms has an agreement supporting the development of a 1.2-gigawatt nuclear energy campus in Pike County, Ohio. www.fool.com · oilprice.com
  • [○ 1 SOURCE] Oklo plans to build, own, and operate Aurora reactors with capacities between 15 and 75 megawatts. www.fool.com

Sources

Here's Where These 4 Nuclear Reactor Stocks Could Be in 5 Years | The Motley Fool [www.fool.com]
Alphabet Stocks Rise: A Proven Strategy For Investors [opticalnewsdaily.com]
Google Signs 20-Year Nuclear Deal with Constellation Energy to Power Data Centers [www.breitbart.com]
3 Stocks To Play The Nuclear Energy Boom [oilprice.com]