NuScale Power SMR and Talen Energy TLN are both positioned to benefit from rising U.S. electricity demand, but their investment stories are quite different. NuScale is working to commercialize small modular reactor technology, while Talen already operates a sizable power-generation fleet and is expanding its exposure to growing data-center demand. The comparison therefore comes down to long-term technology potential versus an established operating and cash-flow base. The Case for SMR Stock NuScale's key strength lies in its early position in small modular nuclear technology. Its 77-megawatt (MW) module has secured U.S.
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