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Bloom Energy, NuScale, GE Vernova, and Cameco emerge as AI data center power supply winners, with record nuclear/fuel cell deployment pipelines.

Distributed power generation (fuel cells, SMRs, renewables) displaces centralized grid dependency; capex for data center power supply skyrockets.
Trade pressSlicast · July 20, 2026 · US · Source: AOL.com
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GE VernovaCapex history →
NuScale PowerCapex history →
Bloom EnergyCapex history →
CamecoCapex history →
In-depth analysis
CommentaryGE Vernova Sweden Nuclear Commitment, September 2026CommentaryNuScale Power: First Safety-Grade SMR Fuel Pellets Produced, September 2026
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