Tech Giants Shift Power To Nuclear Reactors

Tech companies are shifting the AI bottleneck from chips to power as Oracle confirms plans to build gigawatt-scale small modular reactors and raise $50 billion in 2026. Industry players such as Oklo, NuScale, and Cameco stand to benefit through contracts, licensing, and uranium supply, with the White House's July 4, 2026 criticality mandate accelerating deployment. This repositions nuclear as core infrastructure for hyperscale AI.