#nuclear energy Tech News.
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Constellation Energy and Cameco have dropped roughly 20% in the past month, creating potential entry points as four AI hyperscalers plan over $710 billion in 2026 capital expenditures. Nuclear is the only carbon-free, 24/7 baseload source capable of meeting surging data center demand. The NLR ETF offers diversified nuclear exposure, up 133% over five years.
China has nearly doubled its nuclear fleet since 2016, reaching nearly 60 gigawatts of capacity with gigawatt-scale pressurized-water reactors. The US built only two reactors at Plant Vogtle in that time. Smaller reactors attract investment, but large reactors dominate China's rapid buildout.
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