8.05c · part of SMRs, advanced reactors, components, fuel
Who makes fuel and enrichment for AI data centers
Companies that supply and enrich nuclear fuel, including specialized HALEU enrichment relevant to several advanced reactor designs.
Companies on this part (7)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Cameco | manufacturer | public | CCJ | 106 USD | -2.0% | inferred | |
| Centrus | manufacturer | public | LEU | 195 USD | +2.0% | inferred | |
| Lightbridge | manufacturer | public | LTBR | 8.16 USD | -0.4% | inferred | |
| Global Laser Enrichment | manufacturer | unknown | inferred | Silex SLX.AX / Cameco | |||
| Orano | manufacturer | state | inferred | ||||
| Standard Nuclear | manufacturer | private | inferred | TRISO | |||
| Urenco | manufacturer | private | inferred |
Who competes here
The same table read the other way: every company above competes for fuel and enrichment sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: SMRs, advanced reactors, components, fuel
- Previous in layer: Nuclear: existing fleet PPAs & restarts
- Next in layer: Fusion
- Layer: Layer 8 — Power generation & energy supply
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON