Should You Forget Nvidia and Buy These 3 Millionaire-Maker AI Infrastructure Stocks Instead?
Source: Motley Fool ·
Nvidia gets the AI spotlight, but three power infrastructure stocks may be quietly building the bigger long-term opportunity.
From the source
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. Oklo (OKLO +5.74%), NuScale Power (SMR +6.29%), and GE Vernova (GEV +0.63%) all benefit from rising nuclear demand, but their backlogs tell very different stories. Looking past the hype, how do these companies compare based on how much business they've actually locked in? 1. Oklo's pipeline is huge, but contracts lag behind Oklo has probably made the most eye-catching nuclear demand announcements among pure-play small modular reactor (SMR) companies. It has a 12-gigawatt non-binding master agreement with Switch, while its Meta agreement supports a 1.2-gigawatt Ohio campus and lets Meta prepay for power and fund project development. Expand NYSE : OKLO Oklo Premium Feature Moneyball Superscore 62 /100 Today's Change ( 5.74 %) $ 2.18 Current Price $ 40.18 Key Data Points Market Cap $7.1B Market cap…