AI data center power demands are pushing tech companies toward nuclear energy and small modular reactors (SMRs). GE Vernova (GEV) is the safe play here with a $176B backlog in gas turbines and a water-cooled SMR in the works. X-Energy (XE) is a speculative small-cap that IPO'd in April. They are developing helium-cooled SMRs that run hotter for industrial use, targeting deployment in the 2030s for companies like Amazon. GEV offers immediate exposure, while XE is a volatile long-term bet.