Nano Nuclear (NASDAQ: NNE) appears to be the right company for the right time. The company has a goal of building a vertically integrated nuclear business. This goes beyond microreactors to include fuel fabrication, transportation, and other parts of the nuclear supply chain.
The case for nuclear energy has never been stronger. The unprecedented electricity demand being created by artificial intelligence (AI) is just getting started. Many analysts believe data center energy consumption will double by 2028. That reality has hyperscalers scrambling for always-on power solutions that can confront the realities of an aging U.S. power grid.