NVIDIA (NASDAQ: NVDA) did not mention nuclear specifically in its Q4 report or 2025 guidance, but the news is no less critical to nuclear stocks like NuScale Power (NYSE: SMR), Oklo Inc. (NYSE: OKLO), and Cameco (NYSE: CCJ).
The significant details pertain to the wickedly hot demand for GPUs, escalating power consumption with each new generation, and a forecast for compute needs to grow by 100x for the next generation AI models. They point to continued, sustained, and accelerating power demand from the data centers that house the GPUs, which are being constructed at an unprecedented rate. Nuclear is a clear choice, sustainable and with a low carbon footprint.
