---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39926450.md"
description: "The narrative of AI data center power demand will enter the realization phase in 2026; this is not a long-term forecast but a current contract:Constellation Energy has signed long-term nuclear power supply agreements with multiple tech giants, with solid Q1 performance;NuScale holds NRC design certification and is among the small modular reactor projects still advancing commercialization;OKLO is earlier than NuScale in the regulatory cycle but remains in the early stages of R&D.$OKLO 2X Long ETF(OKLL.US) If the year-on-year growth rate of U.S. AI data center power demand remains above 30% in 2026, the nuclear energy narrative is largely self-consistent;If grid policy shifts or natural gas prices fall more than expected, making gas-fired power generation cost-competitive again, then this narrative faces the risk of being disproven."
datetime: "2026-04-15T09:33:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39926450.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39926450.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39926450.md)
author: "[数据即信仰](https://longbridge.com/en/profiles/27426917.md)"
---

# The narrative of AI data center power demand will …


### Related Stocks

- [SMR.US](https://longbridge.com/en/quote/SMR.US.md)
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- [OKLO.US](https://longbridge.com/en/quote/OKLO.US.md)
- [OKLL.US](https://longbridge.com/en/quote/OKLL.US.md)

## Comments (1)

- **嘻嘻哈哈小小 · 2026-04-16T23:28:45.000Z**: Can I still hold on to it?