Google made several headlines related to artificial intelligence (AI) this week. And, despite the stock’s performance, not all were negative. 

Of course, the news of search losing preference to AI chatbots like ChatGPT amongst iPhone users grabbed the top story, and the Department of Justice continues to look into antitrust measures against the company’s ad tech business. However, the Alphabet Inc. NASDAQ: GOOGL subsidiary continues to spend heavily on AI infrastructure and recently entered an agreement with Elementl Power to develop three new nuclear development sites to power its surging data center energy needs.

Elementl Power is a privately held firm specializing in developing and financing advanced nuclear power projects for clients seeking clean energy solutions. The proposed projects would each produce 600 megawatts of power and operate under Elementl Power’s supervision.

Google isn’t the first company to embrace nuclear power, as Microsoft Corp NASDAQ: MSFT and Amazon Inc. NASDAQ: AMZN have also made deals with nuclear energy providers in recent months. But this is a confirmation signal of a larger trend: megacap tech firms are looking for clean (and scalable) energy solutions for their ever-expanding data center operations.

Energy sector shifts like this could present opportunities for investors as public companies in the clean energy space link up with tech firms to power the next generation of AI models—and here's why.

Have you ever blown a fuse in your house because you have too many appliances running simultaneously? It's more of a minor headache than what tech companies working on AI are dealing with, but the central concept is the same: too many electronic mouths to feed. , and powering these energy hogs may require alternative sources moving forward.

Nuclear energy is important to the firms training AI models for various reasons. For starters, it is a clean energy, which is vital for companies like Google and Microsoft with carbon-free goals and strong environmental, sustainability, and governance (ESG) standards. Reliability is another factor, as nuclear facilities have a consistent baseload and aren’t dependent on uncontrollable factors like wind or sunlight.

As pressure to keep data centers efficient and ESG-compliant increases, clean sources like nuclear power will continue to appeal to the tech sector. And while many of these new nuclear sites won’t be coming online for several years, the time is now for AI innovators to make deals and lay the groundwork for their future energy needs.

Ready to invest in the future of nuclear energy? Here are three publicly-traded energy companies that have already struck nuclear power deals with big tech companies to consider adding to your portfolio.

Constellation Energy NASDAQ: CEG is the largest nuclear power producer in the United States, and the company recently cemented this fact by negotiating a .

In October, Constellation announced a plan to reopen a transformer at Three Mile Island in Pennsylvania, part of a $1.6 billion investment to revitalize the shuttered plant. The company plans to use the site to provide Microsoft data centers with 835 megawatts of nuclear power.

CEG is , buoyed by 10% year-over-year (YOY) revenue growth.

The company recently reported a top and bottom line earnings beat, and has a  with an average .

NuScale Power NYSE: SMR is the first company in the United States to receive regulatory approval for small modular reactors (SMRs), which require less infrastructure than traditional large-scale plants. 

These compact, scalable reactors offer a wider range of options for companies looking to scale their operations—and NuScale’s highlights these perks.

Under the agreement, Standard Power plans to deploy 2 gigawatts of SMR energy to data centers in Pennsylvania and Ohio.

NuScale has a based on five analyst reports, but the most recent one from BTIG Research gave the stock a , which would imply an .

Oklo Inc. (NYSE: OKLO) may not be as big as Constellation, but the last December just might eclipse the one Constellation signed with Microsoft.

One of the leading designers and operators of data center campuses, Switch uses 100% clean energy in its projects and is committed to sustainability across its operations.

As part of their new partnership, Oklo has agreed to provide 12 gigawatts of nuclear power through 2044. This signifies growing confidence in Oklo’s SMR technology and its potential to serve the power-hungry AI sector.

OKLO shares have a  with an average price target of $46, indicating upside of more than 70%.

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