8.05d · part of SMRs, advanced reactors, components, fuel
Who makes uranium for AI data centers
Uranium miners and producers supplying the front end of the nuclear fuel chain.
Companies on this part (7)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| Cameco | manufacturer | public | CCJ | 106 USD | -2.0% | inferred | |
| Denison | manufacturer | public | DNN | 3.67 USD | +0.8% | inferred | |
| enCore | manufacturer | public | EU | 1.39 USD | +0.7% | inferred | |
| Energy Fuels | manufacturer | public | UUUU | 15.74 USD | -0.8% | inferred | |
| Kazatomprom | manufacturer | public | KAP.L | 29.40 USD | -59.3% | inferred | |
| NexGen | manufacturer | public | NXE | 11.19 USD | -0.7% | inferred | |
| Uranium Energy | manufacturer | public | UEC | 13.62 USD | +2.8% | inferred |
Who competes here
The same table read the other way: every company above competes for uranium 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