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Bloom Energy will join the S&P 500 on September 21, benefiting from surging power demand across AI data centers. While driving strong individual stock momentum and passive fund adjustments, the index…
The nuclear energy renaissance is accelerating via plant restarts, SMR construction, and federal funding. Big tech players, including Amazon and Nvidia, are partnering with advanced reactor developer…
Oklo's AI nuclear power narrative faces reality checks amid high development costs, regulatory steps, and fuel supply constraints. Despite speculative buzz and a landmark 1.2 GW partnership with Meta…
Oklo (OKLO) stock rose 5.8% after joining a $200M Trump-administration nuclear initiative with Microsoft and Nvidia to speed AI-driven reactor deployment, despite a Q1 EPS miss-driven post-market dip…
Record $4.48B in fusion investment in 2025 highlights AI-driven energy demand. Microsoft, Nvidia, and Google are backing fusion firms like Helion and CFS to secure future clean power for data centers.
Google announced a new Michigan AI data center backed by 2.7 GW of clean energy, signaling strong growth in AI infrastructure investment amid rising industry costs and competition.
TerraPower received a permit for its Natrium reactor in Wyoming, advancing US advanced nuclear power. Competitor Kairos Power plans a smaller demonstration reactor to supply electricity for Google da…
Google signed a long-term geothermal power deal with Ormat to support its Nevada operations with 150MW capacity launching by 2028-2030, boosting clean energy use in AI data centers amid rising power …
Meta secures long-term nuclear power deals with Vistra and Oklo to fuel U.S. data centers and AI infrastructure, advancing its low-carbon energy strategy amid rising AI demand.
Meta signed 20-year agreements to buy up to 6.6 GW nuclear power from Vistra and support small modular reactor projects by Oklo and TerraPower, securing long-term clean energy to meet rising data cen…
Nvidia partners with Commonwealth Fusion Systems to develop AI-driven digital twin technology accelerating nuclear fusion energy commercialization, signaling long-term growth potential for Nvidia's A…