What Cameco makes for data centers
public
Cameco is a publicly listed company. It appears on 2 parts of the AI data center — Fuel and enrichment and Uranium — in the role of manufacturer. Those parts sit in Layer 8 — Power generation & energy supply. Its shares trade on US exchanges (NYSE/Nasdaq) as CCJ.
Listing
US exchanges (NYSE/Nasdaq): CCJ· 78.60 USD -0.30% · mkt cap 34.2B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
2 parts across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 8 — Power generation & energy supply
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Fuel and enrichment | manufacturer | inferred | Centrus, Lightbridge, Global Laser Enrichment, Orano, Standard Nuclear, Urenco | |
| Uranium | manufacturer | inferred | Denison, Energy Fuels, Kazatomprom, NexGen, Uranium Energy, enCore |
Where Cameco sits in the stack
Cameco's placements in this catalog cover 2 parts, all in layer 8, power generation & energy supply. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Fuel and enrichment — Companies that supply and enrich nuclear fuel, including specialized HALEU enrichment relevant to several advanced reactor designs.
- Uranium — Uranium miners and producers supplying the front end of the nuclear fuel chain.
Closest peers in this catalog
| Company | Shared parts | Including | |
|---|---|---|---|
| Centrus | 1 | Fuel and enrichment | |
| Denison | 1 | Uranium | |
| enCore | 1 | Uranium | |
| Energy Fuels | 1 | Uranium | |
| Kazatomprom | 1 | Uranium | |
| Lightbridge | 1 | Fuel and enrichment |
Questions about Cameco
- What does Cameco make for AI data centers?
- This catalog places Cameco on 2 parts: Fuel and enrichment (manufacturer) and Uranium (manufacturer).
- Is Cameco publicly traded?
- Yes — Cameco is listed on US exchanges (NYSE/Nasdaq) under CCJ. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes fuel and enrichment for AI data centers?
- Centrus, Lightbridge, Global Laser Enrichment, Orano, Standard Nuclear and Urenco are also placed on Fuel and enrichment in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Cameco the mix is 2 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.