X-Energy vs. GE Vernova: Is the New IPO the Better Buy?

• AI data centers driving energy demand, favoring nuclear SMRs. • GE Vernova offers mature gas turbines and SMR tech, $250B market cap. • X-Energy is an early-stage speculative SMR play with high upside risk. AI power needs are boosting energy stocks. GE Vernova (GEV) leads with gas turbines and its BWRX-300 SMR, backed by $176B backlog and $255B market cap. X-Energy (XE), a smaller $6B company, is developing the helium-cooled Xe-100 SMR for high-temperature uses, with fuel production slated for 2028. Conservative investors may prefer GE Vernova's scale; risk-tolerant ones may seek X-Energy's speculative growth.