NuScale Power holds a strategic position to supply power to the rapidly growing AI data center industry. Its small modular reactor (SMR) design has received U.S. Nuclear Regulatory Commission approval. This approval provides a significant advantage over many nuclear energy competitors.
This regulatory head start proves crucial as demand for reliable, low-carbon baseload power for energy-intensive data centers is expected to surge. Potential large-scale deployments include the RoPower plant in Romania. A proposed 6-gigawatt project with the Tennessee Valley Authority (TVA) and ENTRA1 Energy also exists. These projects, if finalized, suggest substantial future growth.