Energy security linked to developments in the Strait of Hormuz keeps power costs and reliability in sharp focus for AI data centers and heavy industry. That raises the profile of nuclear energy as a 24/7, carbon free backbone for the next wave of computing. This Nuclear Renaissance screener highlights that theme. The article walks through 3 stocks that capture this long term shift in how the world sources electricity.

The stocks covered in this Nuclear Renaissance article are just a starting sample. The full screen surfaced 86 more companies with equally compelling infrastructure stories that are not covered here. To identify and analyze the highest conviction nuclear energy infrastructure plays powering AI data centers, head straight into the Nuclear Renaissance screener.

NuScale Power (SMR)

NuScale Power offers small modular reactor technology built around its 77 MWe NuScale Power Module and provides licensing, construction, operations, training, fuel management, and outage support services for utilities and industrial customers. The company also works with partners such as Ebara Elliott Energy on industrial scale compressors powered by its modules. NuScale Power currently has a market cap of about US$4.2b.

NuScale Power is positioned at the center of the small modular reactor story that many AI data centers and grid operators are watching closely. It holds an NRC certified SMR design and is involved in projects such as the TVA focused ENTRA1 Energy build out and the RoPower plant in Romania. These projects provide investors with specific reference points rather than just a concept. At the same time, revenue remains small, losses total more than US$90 million over the first half of 2026, and funding depends on external capital and future contracts. Investors seeking exposure to nuclear as a potential 24/7 power source for AI, and who accept meaningful execution and liquidity risk, may find NuScale Power a company to research further.

NuScale Power sits at the crossroads of AI data center demand and next generation baseload power, yet the real story sits in the balance between its project pipeline and cash needs. Before deciding how it fits in your portfolio, it is worth reviewing the 1 key reward and 3 important warning signs (1 is major!)

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NuScale Power and the other two stocks here are just three examples surfaced from a single screen. Use our flexible Screener to combine filters on valuation, growth, balance sheet strength and risks so you can focus on the ideas that fit your process, or tap straight into our curated Investing Ideas.

Vinci (ENXTPA:DG)

Vinci is a French concessions, energy and construction group that runs toll roads, airports and other long term infrastructure while also building and servicing everything from hospitals to nuclear engineering projects. Revenue is spread across concessions such as VINCI Autoroutes at about €7.1b and VINCI Airports at about €5.1b, energy services led by VINCI Energies and Cobra IS at roughly €22.3b and €8.3b, and construction activities including VINCI Construction and VINCI Immobilier at about €32.0b and €1.1b. The company has a market cap of roughly €69.5b.

Vinci sits at the junction of core infrastructure and the energy transition, which is why it keeps showing up in nuclear and grid focused screens. You have a company with operating margins projected near 13%, a solid A3 credit rating and a record order book around €77b, yet with modest revenue growth expectations and a Narrow moat rating in a cyclical sector. Add in high leverage, an uneven dividend history and recent share buybacks, and the mix of strengths and pressure points becomes more nuanced than a simple “quality compounder” label suggests.

Vinci’s mix of record orders, high margins and leverage often looks straightforward, yet the real story sits in the trade off between resilience and risk. Get the full picture in the 4 key rewards and 2 important warning signs

NANO Nuclear Energy (NNE)

NANO Nuclear Energy is a New York based nuclear energy company developing a suite of microreactors, including the KRONOS and LOKI MMR concepts, alongside ZEUS and ODIN reactor designs and a planned fuel processing and transport business. The company is pre revenue, so the focus is on building projects and fuel cycle capabilities rather than current sales, and it currently carries a market cap of about US$1.0b.

For investors tracking how AI data centers and defense customers might source round the clock power, NANO Nuclear Energy sits at the intersection of microreactor technology, fuel supply and early government interest. The KRONOS MMR project at the University of Illinois and the recent AFWERX SBIR Phase I contract with the U.S. Air Force indicate that the concepts are starting to move into real world testing, supported by a sizeable cash balance from a US$400 million private placement. At the same time, there is no revenue yet, the company continues to report losses and the share price has been volatile. The long term story depends on successful licensing, construction and future customer uptake that are still ahead rather than behind.

NANO Nuclear Energy’s early projects and cash from the US$400m raise hint at a story investors may be underestimating. The real tension sits inside the 1 key reward and 5 important warning signs (2 are major!)

Seeking Alternatives Before The Crowd?

Fresh ideas move first when momentum starts building and prices begin flying. Screen for potential breakouts while they are still under the radar for now and consider your options early.

• Spot cash generative companies that still look overlooked by the market, then run them through the 51 high quality undervalued stocks before that value gap is caught.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.