Nuclear energy's resurgence is being pushed by Trump-era policies, surging demand from AI data centers, and the longer-term shift away from fossil fuels. Constellation Energy (CEG), after spinning off from Exelon in 2022, is now the US's largest nuclear operator and is expanding further with a $16.4B Calpine deal. Their recent long-term PPAs with Microsoft and Meta show how tech is directly fueling nuclear demand—interestingly, they’re reopening Three Mile Island for Microsoft’s data centers. CEG has hiked its dividend and is buying back stock, making it a key nuclear play right now. For a broader approach—and to spread risk—a nuclear energy ETF like VanEck Uranium and Nuclear ETF (NLR) gives global exposure to the entire sector, including uranium miners and developers. Both options reflect just how fast the space is heating up.