Nuclear Energy Sector Growth: AI Demand Drives Opportunity for NuScale Power - News and Statistics

Apr 10, 2026

According to a report from Yahoo Finance, analysts and Bank of America believe a significant global opportunity is emerging for nuclear energy. The analysis suggests that nuclear stocks, including NuScale Power, could be major beneficiaries of this trend.

U.S. Electricity Demand Shifts After Period of Stagnation

From 1950 to 2007, electricity generation in the United States followed a strong upward trajectory. However, between 2007 and 2018, total generation plateaued, with demand growth nearly flat for over a decade. This period of stagnation is attributed to slowing population growth and increased energy efficiency.

That flat demand trend has now ended. From 2024 to 2030, U.S. electricity demand is projected to increase by four percent each year. A primary driver of this new growth is the artificial intelligence sector, which is expected to account for a larger share of the nation’s total electric demand.

Utilities Seek New Power Sources for AI-Driven Demand

The recent shift from flat to growing electricity demand has created a need for new, low-carbon energy sources to support technological expansion. While some conceptual projects for powering data centers have been proposed, nuclear energy presents a more immediate solution. This environment may benefit companies like NuScale Power.

NuScale Power Focuses on Small Modular Reactor Technology

NuScale Power is developing small modular reactors. This nuclear approach aims to reduce initial construction costs, shorten deployment timelines, and allow for incremental capacity additions. The design offers potential advantages in speed of deployment and lower upfront expense compared to traditional, larger nuclear plants.

1. INTRODUCTION

Making Data-Driven Decisions to Grow Your Business

REPORT DESCRIPTION
RESEARCH METHODOLOGY AND THE AI PLATFORM
DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
GLOSSARY AND SPECIFIC TERMS

2. EXECUTIVE SUMMARY

A Quick Overview of Market Performance

KEY FINDINGS
MARKET TRENDS This Chapter is Available Only for the Professional EditionPRO

3. MARKET OVERVIEW

Understanding the Current State of The Market and its Prospects

MARKET SIZE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
CONSUMPTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
MARKET FORECAST TO 2035

4. MOST PROMISING PRODUCTS FOR DIVERSIFICATION

Finding New Products to Diversify Your Business

TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
BEST-SELLING PRODUCTS
MOST CONSUMED PRODUCTS
MOST TRADED PRODUCTS
MOST PROFITABLE PRODUCTS FOR EXPORT

5. MOST PROMISING SUPPLYING COUNTRIES

Choosing the Best Countries to Establish Your Sustainable Supply Chain

TOP COUNTRIES TO SOURCE YOUR PRODUCT
TOP PRODUCING COUNTRIES
TOP EXPORTING COUNTRIES
LOW-COST EXPORTING COUNTRIES

6. MOST PROMISING OVERSEAS MARKETS

Choosing the Best Countries to Boost Your Export

TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
TOP CONSUMING MARKETS
UNSATURATED MARKETS
TOP IMPORTING MARKETS
MOST PROFITABLE MARKETS

7. PRODUCTION

The Latest Trends and Insights into The Industry

PRODUCTION VOLUME AND VALUE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
PRODUCTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)

8. IMPORTS

The Largest Import Supplying Countries

IMPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
IMPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
IMPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)

9. EXPORTS

The Largest Destinations for Exports

EXPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
EXPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
EXPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)

10. PROFILES OF MAJOR PRODUCERS

The Largest Producers on The Market and Their Profiles

11. COUNTRY PROFILES

The Largest Markets And Their Profiles

This Chapter is Available Only for the Professional Edition
PRO

11.1

United States