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Artificial Intelligence (AI) Is Creating a Nuclear Power Renaissance. Here Are 3 Stocks to Buy for 2026.

Source: Motley Fool

2026-03-16 09:50:00 ET

Whether or not its leading stocks are in a bubble that's on the verge of being popped, there's no denying artificial intelligence (AI)is here to stay. The industry's chief challenge now is just a lack of capacity to meet demand.

It's not simply a matter of building more AI data centers though. That's because AI requires a lot of electricity. Consider that a single generative AI query made of one of the planet's better-known AI-powered chatbots can consume enough electricity to power a light bulb or microwave for a few seconds or recharge your mobile phone's battery. That's not much in the grand scheme of things. But when a single artificial intelligence data center is handling millions of requests, it's enough to power all the homes in a small city.

And this consumption is only set to swell from here. S&P Global Market Intelligence says AI data centers' use of electricity is apt to double between last year and 2030.

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Centrus Energy Corp. Class A

NASDAQ: LEU

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