Executive Summary
Generated July 30, 2026
Energy & Utilities
NuScale Power
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
1
Chokepoint Score
1 other entity structurally depend on this one
Cooling
Activity
0 recorded changes in the last 90 days
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Portland, Oregon, USA
Website
Employees
700 (2026, approximate)
Founded
2007
Listing
SMR · NYSE
Market Cap
$2.84B
Revenue (TTM)
$18.67M
Price
USD8.22 (-5.63%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
The first and only small modular reactor developer with a design certified by the US Nuclear Regulatory Commission, positioning its SMRs to meet surging behind-the-meter AI data center power demand. NuScale entered an exclusive technology agreement with Standard Power in April 2026 to develop two SMR-powered facilities in Ohio, but its stock has since collapsed to an 8-year low (down 84% from its 52-week high) after Q1 2026 revenue imploded 96% year-over-year to just $565,000, even as it secured a new SMR deployment deal in mid-July 2026.
Strategic Connections
- Data Center Power & Cooling: NuScale's NRC-certified small modular reactors are being positioned as dedicated, behind-the-meter power sources for AI data centers.
- Oklo: NuScale competes with Oklo and other small modular reactor developers for hyperscaler and data center power deals.
- Kairos Power: NuScale competes with Kairos Power and other advanced reactor developers for AI data center power contracts.
Strategic Risks
- No SMR yet operating commercially at scale; construction and regulatory timelines remain a key execution risk
- Competitive field of well-funded SMR developers targeting the same hyperscaler customer base
- Q1 2026 revenue collapsed 96% year-over-year with customer contracts still unsigned, raising execution-risk questions despite the NRC certification advantage
Future Outlook
- Standard Power Ohio facilities positioned as a proof point for dedicated data center nuclear power
- NRC design certification seen as a durable competitive advantage versus less-derisked SMR designs
- Q2 2026 earnings call scheduled for August 5, 2026 as the next key catalyst
Sources
4 sources, 68% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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