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NuScale Power: 2 Reasons This Nuclear Stock Could Be a Millionaire-Maker
The global energy transition is accelerating — and while solar, wind, and batteries dominate most headlines, a new contender is quietly gaining traction: small modular nuclear reactors (SMRs). Among the companies pioneering this technology, NuScale Power (NYSE: SMR) stands out as a leader.
Founded in 2007, NuScale’s vision has always been clear — to bring safe, scalable, and cost-efficient nuclear energy to market. Backed by engineering giant Fluor Corporation (NYSE: FLR), which remains its majority shareholder, NuScale has already raised hundreds of millions to make SMRs a reality. After going public in 2022, the company has caught investor attention, especially as nuclear demand surges globally.
So, why are some analysts calling NuScale a “millionaire-maker stock” for the 2026–2030 decade? Here are the two big reasons.
Small Modular Reactors Could Unlock a Massive Market
Global electricity demand is soaring. Population growth, industrialization in emerging economies, and the explosive energy needs of artificial intelligence (AI) data centers are all fueling the need for reliable, carbon-free power.
Historically, building a nuclear plant took decades and cost billions. But SMRs — compact, factory-built reactors — are changing the equation.
Key advantages of SMRs:
Lower upfront cost: Smaller plants are cheaper to build per unit compared to traditional nuclear facilities.
Faster deployment: Modules can be manufactured off-site and transported where needed.
Scalability: Utilities can add modules as demand grows.
Reliability: Unlike wind or solar, nuclear provides consistent baseload power.
AI & Data center demand: Cloud giants and AI companies need uninterrupted, low-carbon power. SMRs could become their go-to solution.
Even the International Energy Agency (IEA) recently revised its forecasts upward, projecting that nuclear power capacity will at least triple by 2050.
The U.S. government has also softened its stance on nuclear. Once thought impossible, new U.S.-based plants are now on the horizon thanks to changing policies, climate urgency, and energy security concerns.
This sets the stage for SMRs to become a critical piece of the global clean energy puzzle — and NuScale is leading the race.
NuScale’s First-Mover Advantage
While several companies are developing SMRs — including Oklo, BWX Technologies, and NANO Nuclear Energy — NuScale has one big advantage: it is the only U.S. SMR company certified by the Nuclear Regulatory Commission (NRC).
This certification is not just a rubber stamp; it’s a rigorous approval that takes years to earn. It means NuScale’s design is officially cleared for deployment in real-world energy projects.
Even more importantly, NuScale already has modules in production. Competitors are still years away from achieving similar milestones. This early-mover advantage could give NuScale a dominant market position as countries and corporations scramble to secure SMRs for the 2030s energy boom.
NuScale has also signed multiple agreements internationally, including partnerships in Eastern Europe, Asia, and the Middle East, where nuclear demand is climbing rapidly.
Risks Investors Should Know
Of course, NuScale is not without challenges:
The company is still unprofitable.
It has relied on shareholder dilution and warrant exercises for cash flow.
With under $500 million in cash, further fundraising is likely.
SMR adoption is still in early stages; revenues will take years to scale.
That said, early investors often take risks in exchange for long-term upside. If NuScale captures even a fraction of the projected SMR market, today’s valuation could look like a bargain in hindsight.
The Millionaire-Maker Potential
NuScale’s story isn’t about next quarter’s earnings. It’s about being an early investor in what could become the next trillion-dollar energy revolution.
Global nuclear demand is rising.
Data centers and AI companies need low-carbon baseload power.
NuScale holds a regulatory and production lead over rivals.
Yes, risks remain high, but for investors with long-term conviction, NuScale Power has the right mix of innovation, timing, and government tailwinds to potentially deliver massive returns.
As with all early-stage opportunities, only risk what you can afford to lose. But if SMRs live up to their promise, NuScale could very well be one of the defining energy stocks of the next two decades.