Global Nuclear and SMR Market Projected to Reach USD 206.9 Billion by 2031
Yahoo Finance ·
The global nuclear energy and Small Modular Reactor market is experiencing a robust expansion driven heavily by artificial intelligence data center electricity demands. Valued at USD 120.0 billion in 2025, the market is projected to climb to USD 206.9 billion by 2031, registering a 9.5% compound annual growth rate. Major hyperscale technology enterprises, including Microsoft, Google, Amazon, and Meta, have committed to securing over 10 GW of nuclear capacity through 2031, marking a monumental shift in domestic and international nuclear demand. Furthermore, the AI Data Centre and C&I Power sector is forecasted to surge from USD 9.6 billion in 2025 to USD 31.0 billion by 2031 at a 21.6% CAGR, expanding its market share from 8% to 15%. Geographically, the Asia-Pacific region stands as the largest and fastest-growing market, with its valuation expected to rise from USD 50.4 billion in 2025, accounting for a 42% share, to USD 95.2 billion by 2031, representing 46% of the worldwide industry.
AI 시장 분석
The global nuclear and Small Modular Reactor (SMR) market is projected to grow at a CAGR of 9.5%, from $120 billion in 2025 to $206.9 billion in 2031. Surging power demand from AI data centers serves as the core driver, accelerating nuclear procurement contracts by big tech companies. Investors should focus on the structural growth of nuclear infrastructure and SMR-related firms.
상승 영향
- Nuclear and SMR — Driven by the 24/7 carbon-free power demand of AI data centers, the market size is set to expand to $206.9 billion by 2031, benefiting SMR and nuclear-related companies.
- AI — As big tech companies aggressively secure nuclear power generation capacity for stable power supply, the expansion of the AI ecosystem tied to power infrastructure is accelerating.
DYAX 전담 분석
Due to the expansion of base-load power demand from AI data centers, the nuclear and SMR sectors are expected to experience explosive growth at a CAGR of 21.6% through 2031. In particular, big tech companies such as Microsoft, Google, Amazon, and Meta securing over 10 GW of nuclear capacity directly translates to increased revenue for related companies.
Going forward, the market will show additional stock price volatility depending on the pace of capacity expansion in the Asia-Pacific region and the timing of SMR commercialization. As core indicators, the scale of Power Purchase Agreements (PPAs) signed by big tech companies and the order backlogs of major nuclear equipment firms must be monitored.
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