2 Nuclear Stocks Chasing a $7 Trillion Opportunity
2026-05-04 10:50:00 ET
According to a new report published by global consultancy McKinsey & Co., there's a new $7 trillion opportunity that every investor should be aware of now. "The race to scale AI [artificial intelligence] has triggered one of the largest infrastructure build-outs in modern history," the report begins. "By our estimates, global spending on data centers could reach $7 trillion by 2030."
Most investors looking to ride the AI trend have gone after AI stocks . Others have looked to buying data center REITs in order to cash in on the AI industry's rapidly rising appetite for new compute power.
But there's one other category AI investors should be closely monitoring: nuclear energy. That's because it has the potential to deliver huge amounts of clean, reliable power to both the AI and the data center industries. When it comes to high-upside nuclear energy stocks , two clearly top the list.
NASDAQ: OKLO
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