Market analysis compares NuScale Power (SMR provider) and Constellation Energy (conventional nuclear) valuations for AI data center power commitments.

Market analysis compares NuScale Power (SMR provider) and Constellation Energy (conventional nuclear) valuations for AI data center power commitments.

SMR narrative stress-test: NuScale vs. Constellation comparison legitimizes small-reactor fuel thesis; delays in NuScale deployment would reset market expectations on nuclear-powered AI infrastructure viability.