Tech’s pivot toward nuclear energy is gaining momentum, fueled by AI’s rising electricity needs.

Major tech companies are tapping into nuclear power to run data centers, sparking a new trend in the energy sector.

Below, we discuss stocks poised to benefit from the shift as demand for reliable, clean energy grows. Three energy companies set to gain from the growing interest in AI.

In a strategic move, Microsoft Corporation (NASDAQ:MSFT) secured a deal with Constellation Energy (NASDAQ:CEG) to revive the Three Mile Island nuclear plant, tapping into its power to fuel their data centers.

This shift marks the beginning of Big Tech’s pivot toward nuclear energy, driven by AI’s insatiable need for electricity.

Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) aren’t far behind.

Both have announced plans to power their data centers with small modular nuclear reactors (SMRs), signaling a broader trend as companies race to secure energy alternatives.

With the U.S. and China vying for dominance in AI, the demand for reliable power sources like nuclear will only accelerate.