The nuclear energy sector is experiencing an unprecedented surge, driven primarily by artificial intelligence (AI) data centers that require massive amounts of reliable, clean power. In direct response, President Donald Trump signed four executive orders on May 23.
These orders aim to deploy new nuclear reactors and strengthen domestic uranium supply by increasing U.S. nuclear capacity from 100 to 400 gigawatts by 2050. This shift has pushed uranium futures (UXV25) to $75 with a 52-week high of $88.70, as uranium prices surged from roughly $63.50 per pound in early 2025 to over $80 by October.
