SpaceX is reportedly planning to add 20 GW of power and cooling infrastructure by the end of 2027, underscoring the scale of electricity demand coming from AI. Following Musk’s comments, Bloom Energy (BE) led an energy-sector rally, with nuclear stocks including OKLO, SMR, XE and NNE also moving higher. The nuclear energy thesis continues to strengthen as AI data centers require massive amounts of reliable, around-the-clock electricity. Unlike intermittent renewable generation, nuclear can provide consistent baseload power with very low operational carbon emissions. As grid capacity tightens and hyperscalers look for long-term power solutions, nuclear is increasingly part of the conversation. The opportunity extends beyond traditional nuclear operators. Advanced reactor developers like Oklo are targeting data centers and other large power consumers that need dedicated, reliable generation. Small modular reactor companies are also working to make nuclear deployments more flexible and scalable. The risks are still real: licensing, construction costs, fuel availability and commercialization timelines remain significant hurdles. But if AI electricity demand continues growing at its current pace, nuclear energy could become one of the biggest beneficiaries of the infrastructure buildout. The AI race may ultimately depend on more than chips. It may depend on who can secure enough power to keep everything running. https://stocktwits.com/news-articles/markets/equity/be-stock-leads-energy-rally-after-space-x-ceo-elon-musk-says-ai-s-real-constraint-is-power-and-cooling-not-chips/cZxtm3rRBHh
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