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TerraPower’s Nuclear Leap and NVIDIA’s (NVDA) First Energy Play

Abdul Rahman

2 min read

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NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 best AI stocks to buy according to billionaire David Tepper. On June 20, TerraPower—a nuclear energy startup founded by Bill Gates—announced a $650 million funding round to support construction of its first commercial power plant in Wyoming.

TerraPower’s Nuclear Leap and NVIDIA’s (NVDA) First Energy Play

TerraPower’s Nuclear Leap and NVIDIA’s (NVDA) First Energy Play

Backers include existing investors like Gates and HD Hyundai, alongside Nvidia’s NVentures, which marked its first step into the energy sector. Though regulatory approvals are still pending, the company expects a green light next year. The new Natrium reactor aims to deliver 345 megawatts of electricity, blending the scale of traditional reactors with the flexibility of emerging small modular designs.

What sets Natrium apart is its molten sodium cooling system, enabling continuous operation even when electricity demand is low. Excess heat is stored and later used to meet spikes in demand, helping bridge gaps in solar and wind energy. TerraPower shifted to this design after scrapping an earlier plan and says it can complete a reactor within three years of the concrete pour. However, total costs could hit $4 billion, with the U.S. Department of Energy potentially covering half. Despite the price tag, Natrium could signal a new, more adaptable era for nuclear power.

NVIDIA Corporation (NASDAQ:NVDA) is a global leader in computing and AI infrastructure, offering platforms like DRIVE, Jetson, and DGX Cloud for data centers, robotics, and autonomous systems. Its Graphics segment powers gaming and professional visualization with GeForce and RTX GPUs, along with Omniverse for industrial AI, serving industries from entertainment to automotive through a vast network of partners and providers.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.