Key Points Oklo has a 14-gigawatt customer pipeline, but most of it consists of non-binding agreements rather than signed contracts. NuScale has made regulatory and engineering progress, though its Romania and TVA deals remain largely uncommitted to revenue. GE Vernova already holds $176.3 billion in contracted backlog, making it the clear leader regardless of AI infrastructure hype. 10 stocks we like better than GE Vernova › While Nvidia grabs most of the AI headlines, the physical build-out behind artificial intelligence still depends on power and infrastructure companies that rarely get the same attention.
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