Robotaxis and Nuclear Energy Markets: Tesla, Rivian, and NuScale Power Analysis 2026 - News and Statistics

May 10, 2026

A new analysis suggests that a small number of companies are targeting what could become trillion-dollar industries. According to the source, one such market is robotaxis, which Ark Invest Chief Executive Officer Cathie Wood has described as a future global opportunity worth $8 trillion to $10 trillion, up from virtually nothing today.

Tesla and Rivian in the Robotaxi Race

The source indicates that Tesla is well positioned to lead the robotaxi market due to its strong access to capital, existing manufacturing infrastructure, and a strategic investment in the AI company xAI. However, the analysis points to Rivian as having greater upside potential relative to its market capitalization, which currently stands at about $18 billion. Rivian recently received a $1.25 billion order from Uber, which plans to use up to 50,000 Rivian vehicles for its own robotaxi division.

Nuclear Energy as a Trillion-Dollar Market

Bank of America analysts have identified nuclear energy as another $10 trillion opportunity, citing its reliable baseload power, smaller carbon footprint, and higher energy return on investment. The bank highlights small modular reactor (SMR) technology as a compelling investment area, noting five advantages over conventional nuclear plants: better affordability, enhanced safety, modularization, a smaller footprint, and reduced carbon dioxide output.

NuScale Power is currently the only company with regulatory approval to build an SMR system in the United States, and it has already secured several major customers, including a large American electric utility.

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