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 (NYSE: SMR) and Nano Nuclear Energy (NASDAQ: NNE) have gained 13% and 15%, respectively, and tiny Oklo (NYSE: OKLO) is leading the pack higher with a 16% gain.

Nuclear energy stocks are up double digits this week as big tech continues to push the need for nuclear power to run AI data centers. New deals for nuclear plants are big, but they're also years or decades away.