What Energy Fuels makes for data centers
public
Energy Fuels is a publicly listed company. It appears on 2 parts of the AI data center — Rare earths & permanent magnets and Uranium — in the role of manufacturer. Those parts sit in Layer 8 — Power generation & energy supply and Layer 10 — Materials & upstream inputs. Its shares trade on US exchanges (NYSE/Nasdaq) as UUUU.
Listing
US exchanges (NYSE/Nasdaq): UUUU· 7.52 USD -2.34% · mkt cap 1.9B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
2 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 8 — Power generation & energy supply
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Uranium | manufacturer | inferred | Cameco, Denison, Kazatomprom, NexGen, Uranium Energy, enCore |
Layer 10 — Materials & upstream inputs
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rare earths & permanent magnets | manufacturer | inferred | Arafura, Iluka, JL Mag, Lynas, MP Materials, Neo Performance |
Where Energy Fuels sits in the stack
Energy Fuels's placements in this catalog cover 2 parts, from layer 8 (power generation & energy supply) to layer 10 (materials & upstream inputs). 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
- Rare earths & permanent magnets — Rare-earth elements and the permanent magnets made from them, used in motors and fans throughout the facility, from server and cooling fans to generator and turbine components.
- Uranium — Uranium miners and producers supplying the front end of the nuclear fuel chain.
Closest peers in this catalog
Questions about Energy Fuels
- What does Energy Fuels make for AI data centers?
- This catalog places Energy Fuels on 2 parts: Rare earths & permanent magnets (manufacturer) and Uranium (manufacturer).
- Is Energy Fuels publicly traded?
- Yes — Energy Fuels is listed on US exchanges (NYSE/Nasdaq) under UUUU. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes rare earths & permanent magnets for AI data centers?
- Arafura, Iluka, JL Mag, Lynas, MP Materials and Neo Performance are also placed on Rare earths & permanent magnets in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Energy Fuels 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.