Right. So, the AI thing. Everyone’s talking about it. It’s…a lot. And honestly, a bit terrifying. Like, will robots take over the world? Probably not. But will they definitely require a lot of electricity? Absolutely. I’ve been staring at charts for days, and honestly, my eye is twitching. The demand is…exponential. Which is a fancy way of saying it’s going up, and going up fast. It’s not just about building more data centers, either. It’s about powering them. And that’s where things get interesting.
Units of Coffee Consumed: 7. Hours Spent Worrying About the Grid: 11. Attempts to Explain ‘Megawatts’ to My Mother: 3 (all unsuccessful). The problem, as I see it, is that we’re already stretched thin. Solar and wind are great, truly. But they’re not exactly known for their speed of deployment, are they? It’s like trying to fill a swimming pool with a teaspoon. Which brings me, rather unexpectedly, to nuclear power. It’s…unfashionable. A bit scary. But also, potentially, the only thing that can bridge the gap. The International Energy Agency thinks nuclear output could double by 2050. Double! It’s a big number. And, frankly, a bit of a relief. I’ve been quietly researching stocks. Don’t tell anyone. It feels…responsible. And slightly reckless. But mostly responsible.
1. Constellation Energy
Apparently, one of the mothballed reactors at Three Mile Island is being restarted…to power a Microsoft data center. It’s… poetic, in a strange way. Like a phoenix rising from the ashes of…well, a slightly infamous nuclear incident. The company making it happen is Constellation Energy (CEG +0.07%). They already operate 21 nuclear reactors, which generate more electricity than…well, pretty much everyone else in the US combined. It’s a bit intimidating, honestly. All that power. But also, reassuring. They seem to know what they’re doing. And, crucially, they’re positioned to benefit from this whole AI-driven energy boom. I’ve added a few shares. Don’t judge me. I’m an investor. It’s what we do.
People say it’s just a utility stock. Boring. Predictable. But the IEA predicts nuclear power production will double in the next 25 years, and Bloomberg NEF thinks AI data centers’ electricity usage will triple by 2050. That’s a lot of growth potential. And Constellation is right in the middle of it. I’m feeling cautiously optimistic. Which, for me, is a major accomplishment.
2. Centrus Energy
You can’t have a nuclear power plant without…nuclear fuel. It’s a bit like trying to make a cake without flour. Pointless. Enter Centrus Energy (LEU +2.79%). They supply enriched uranium. And they also make the equipment to enrich it. It’s all very…technical. But the important thing is, they’re consistently profitable. Even when everyone else was panicking about renewables, they were quietly making money. Which, frankly, is admirable. They’ve been benefiting from the renewed interest in nuclear, and they’re well-positioned to continue doing so. The World Nuclear Association expects demand for enriched uranium to more than double by 2040. More than double! I’m starting to think I should have invested in uranium a long time ago.
3. GE Vernova
Last but not least, GE Vernova (GEV +1.98%). It’s the offshoot of the old General Electric. They’re breaking themselves up into smaller pieces. It’s a bit sad, in a way. But also, potentially, a good thing. They’re not a pure-play nuclear company. Less than 5% of their revenue is nuclear-related. They mostly make gas turbines. Which are…cleaner than coal, anyway. But they’re still involved in the nuclear business, through a partnership with Hitachi. They can maintain and improve existing nuclear power plants. And they can provide a stopgap solution while we wait for new nuclear facilities to come online. Artificial intelligence data centers need electricity now. Gas turbines can deliver. It’s a pragmatic solution. And, frankly, I appreciate that. I’ve looked at the numbers. In 2025 they did $38 billion worth of business, up 9% year over year. And their backlog grew by more than $31 billion to $150 billion. It’s a testament to the AI-driven explosion in demand for electricity. It’s all a bit overwhelming, to be honest.
Number of Times I’ve Considered Selling Everything and Becoming a Beekeeper: 4. Number of Times I’ve Actually Looked into Beekeeping: 0. I’m an investor. I’m supposed to be rational. But sometimes…sometimes I just need a honey-flavored distraction.
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2026-03-16 16:34