Nuclear power stocks are surging in response to the news. As of 10 a.m. ET, Constellation stock itself is up a strong 14.4%, while nuclear upstarts NuScale Power Corporation ( SMR 7.50%) and Nano Nuclear Energy ( NNE 22.76%) have gained 13% and 15%, respectively, and tiny Oklo ( OKLO 22.92%) is leading the pack higher with a 16% gain.

The announcement hits at three key factors to understand when investing in nuclear companies: a growing acceptance of nuclear energy, increased electricity demand from data center