3 Nuclear Energy Stocks Powering AI Infrastructure Growth

AI data centers, sticky inflation pressures and energy security concerns have pushed reliable, carbon free power to the center of the investment conversation. Nuclear energy sits at the crossroads of these themes, with policymakers and Big Tech alike looking for 24/7 electricity that does not depend on weather or fossil fuels. The Nuclear Renaissance screener focuses on companies tied to this potential long term build out, filtering for what may be higher quality infrastructure plays rather than pure commodity bets. In this article, you will see three of the stocks that stand out from the screener right now.

Vinci (ENXTPA:DG)

Overview: Vinci is a French-based global infrastructure group that runs toll roads, airports and other concessions, provides energy and industrial services including renewables projects, and delivers large-scale construction and property developments. Its activities range from everyday road maintenance and building management to complex nuclear engineering and major civil works.

Operations: Vinci generates most of its revenue from Construction at about €32.1b and Energy Solutions at about €29.6b, with Concessions contributing around €13.1b. It earns roughly €30.8b in France alongside sizeable contributions from the United Kingdom, Germany, the rest of Europe and North America.

Market Cap: €63.1b

Investors looking at Vinci are getting exposure to a company deeply embedded in global infrastructure and the energy transition, from motorways and airports to renewables and heavy-vehicle charging projects such as its recent €100m German contract. The attraction is a mix of record order books, recurring concession cash flows and a valuation on a P/E that sits below the French market and sector averages. That said, motorway concession uncertainty after 2031, high debt, French tax changes and an uneven construction and property backdrop mean the story carries notable risks. How these moving parts balance out, including dividend policy and airport exposure, is central to the investment case.

Vinci’s mix of record order books and a P/E below French market and sector averages could be masking a deeper story about risk priced in or mispriced. Start with the 5 key rewards and 2 important warning signs

Hitachi (TSE:6501)

Overview: Hitachi is a Japanese industrial and technology group that supplies digital IT services, energy and power grid equipment, rail and mobility systems, factory automation, and a wide range of industrial and consumer equipment across global markets.

Operations: Hitachi generates most of its revenue from Connective Industries at ¥3.3t, Digital Systems & Services at ¥2.9t, and Energy at ¥3.2t, with Mobility contributing ¥1.3t and smaller amounts from other activities.

Market Cap: ¥21,076.5b

Hitachi brings together nuclear and grid equipment, rail systems, and high margin digital platforms such as Lumada at a time when governments and Big Tech are allocating capital to power grid upgrades, AI infrastructure and cybersecurity. Earnings grew 30.3% over the past year, with analysts expecting faster earnings growth than revenue, which points to margin expansion. At the same time, some observers note that the stock trades below certain estimates of fair value and that analysts’ price targets sit meaningfully above the current share price. Against this, higher project and capital costs, weaker operations in areas such as China elevators, and reliance on external borrowing keep risk on the table. For investors interested in the intersection of physical infrastructure, AI and nuclear-linked energy, the key consideration is whether current pricing fully reflects that mix.

Hitachi’s mix of AI, grid and nuclear exposure with that 30.3% earnings growth may hint at a story the market has not fully priced in yet. Walk through the full analyst forecasts for Hitachi and see what might be hiding behind the headline numbers.

GE Vernova (GEV)

Overview: GE Vernova is an energy infrastructure company that supplies the equipment and services needed to generate, move, manage, and store electricity worldwide, spanning gas and nuclear power plants, hydro and steam technologies, wind turbines, grid hardware, and energy software.

Operations: GE Vernova generates about US$20.3b from Power, US$10.8b from Electrification, and US$8.7b from Wind, with minor eliminations and other items of roughly US$0.4b.

Market Cap: US$288.9b

GE Vernova puts you at the center of the AI power build out, with a large installed base of gas turbines, over US$31b in unearned service revenue, and fresh data center orders of US$2.4b in Q1 2026 helping drive earnings growth and a net margin of 23.8%. Yet the stock carries real tension points, from a Wind segment weighed down by legacy offshore contracts and litigation to a funding mix that leans entirely on external borrowing and a relatively new board with limited tenure. Add in meaningful insider selling and a valuation that already incorporates healthy growth expectations, and GE Vernova becomes a high quality AI infrastructure and electrification story where both the upside case and the execution risks deserve close attention.

GE Vernova’s AI power story, service backlog and data center orders suggest the headline growth is only half the picture, and the real twist sits in the 4 key rewards and 2 important warning signs (1 is major!).

The three stocks covered here are just a starting point. The full Nuclear Renaissance screener surfaces 86 more companies that appear to have equally compelling stories around AI power demand and long term, carbon free generation. Unlock the full set of ideas with the Nuclear Renaissance screener so you can identify, filter and analyze the specific catalysts and narratives that fit your highest conviction nuclear and energy infrastructure thesis.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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