NuScale Power Corporation SMR

NuScale Power Corporation es un proveedor de tecnología nuclear avanzada de reactores modulares pequeños propietarios. La innovadora tecnología SMR de la compañía está impulsada por el Módulo de Potencia NuScale, un reactor de agua presurizada pequeño y seguro que puede generar 77 megavatios de electricidad (MWe) o 250 megavatios térmicos (brutos) cada uno y puede escalarse para satisfacer las necesidades del cliente a través de una variedad de configuraciones flexibles de hasta 924 MWe (12 módulos) de potencia. Sirve a diversos clientes en todo el mundo suministrando energía nuclear para generación eléctrica, calefacción urbana, desalinización, producción de hidrógeno a escala comercial y otras aplicaciones de calor de proceso. Además de su planta de energía VOYGR-12TM de 12 módulos (924 MWe), ofrece soluciones de plantas de energía más pequeñas, incluidas la VOYGR-6TM de seis módulos (462 MWe) y la VOYGR-4TM de cuatro módulos (308 MWe). Ofrece diseños de plantas de energía VOYGR para tres tamaños de instalaciones que son escalables en el sentido de que son capaces de albergar desde uno hasta cuatro, seis o 12 NPMs.

• The Motley Fool 4 oct

  Cameco Trades Near $85. Here's Why the Uranium Giant Might Be the Safest Way to Play the Nuclear Comeback

  Cameco's stock has fallen from $134 to $85 after initial investor enthusiasm for nuclear power waned. However, the article argues this presents an opportunity, as nuclear power is experiencing a genuine renaissance driven by surging electricity demand from AI and electric vehicles. With uranium supply expected to fall short of demand in the early 2030s and Cameco owning half of Westinghouse, the company is well-positioned to benefit from the nuclear comeback.

  

• The Motley Fool 3 oct

  NuScale vs. Oklo vs. GE Vernova: Ranking 3 Nuclear Stocks By Backlog, Not Hype.

  Three publicly traded small modular reactor (SMR) companies are positioned to benefit from AI data center power demands. Oklo has the largest backlog (18.1 GW) but much is nonbinding; NuScale offers traditional utility-focused approach with 6-7 GW backlog concentrated with one customer; GE Vernova has the highest quality backlog with active construction projects but weakest SMR exposure at under 3% of sales.

  

• The Motley Fool 2 oct

  The Nuclear Renaissance Explained: 3 Ways to Invest

  Wall Street firms predict a nuclear energy renaissance driven by AI data center demand, which is expected to increase power consumption by 175% by 2030. Investors can gain exposure through three approaches: small modular reactor (SMR) developers like NuScale and Oklo, nuclear utility operators like Constellation Energy, or uranium ETFs.

  

• The Motley Fool 2 oct

  Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)

  BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected.

  

• Zacks Investment Research 2 oct

  GE Vernova's BWRX-300 Secures First US Construction Permit

  GE Vernova received the first U.S. construction permit for its 300-MW BWRX-300 small modular reactor design from the NRC for a Tennessee Valley Authority project in Tennessee. The approval removes a major regulatory hurdle and establishes a foundation for standardized deployment across multiple projects in the U.S. and Canada. The company expects long-term revenue opportunities from fuel, maintenance, and services across the reactor lifecycle.