AI's voracious energy appetite is straining already outdated power grids. Here's how nuclear and solar energy could fix that.

The startups and power producers that are betting big on new nuclear are vulnerable to an energy efficient AI model.

DeepSeek's emergence is a reminder that energy efficiency remains a better bet than one on the largest energy production ramp-ups in human history.

The Emirates Nuclear Energy Company plans to invest chiefly in the US, where an AI boom is driving growth in power demand, and is also in talks for a UK project.

Constellation Energy and Vistra sank as the DeepSeek artificial intelligence model sent shock waves through the market.

Key Takeaways Nuclear power providers Vistra and Constellation Energy were the worst-performing stocks in the S&P 500 on Monday as investors questioned whether AI will require the huge amounts of computing power and electricity once expected.

For the last year, analysts have warned that the data centers needed for AI would drive up power demand and, by extension, emissions as utilities build out natural gas infrastructure to help meet demand.

Nuclear energy stocks roared higher Thursday, extending gains earlier in the week amid expectations of growing energy demand driven by AI after President Trump announced a $500 billion AI infrastructure project.

Marc Andreessen, the prolific venture capitalist known for backing Facebook, GitHub, Pinterest and Twitter in their early days, has declared nuclear the “silver bullet for virtually unlimited zero-emissions energy today”. His fund, Andreesen Horowitz, has invested in micro-reactor firm Radiant Nuclear.

Oklo shares surged to another record high Friday as investors continue to bid up nuclear energy companies on expectations of growing energy demand to support AI infrastructure. Monitor these important chart levels.

The Chinese company is rapidly changing assumptions about individual models’ power needs, but the AI sector’s emissions are still a concern.

Hoping to capitalize on the data center power boom, state-owned utility Santee Cooper is looking for partners to finish construction on two incomplete reactors.