Charged: U.S. to own as many as 10 nuclear reactors

Tesla close to taping out AI5 chip, starting work on AI6

Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.

From the hotly-debated high-flier Tesla (TSLA), Wall Street’s newest darling Rivian (RIVN), traditional-stalwarts turned EV-upstarts GM (GM) and Ford (F) to the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with “Charged,” a weekly recap of the top stories and expert calls in the sector.

Click here to check out Tesla’s recent Media Buzz Sentiment as measured by TipRanks.

NUCLEAR REACTORS: 

Carl Coe, the Department of Energy chief of staff, provided more details of a non-binding commitment made by Japan in October to fund $550B in U.S. projects, including as much as $80B for the construction of new reactors made by Westinghouse Electric. Coe noted that the U.S. government plans to buy and own as many as 10 large nuclear reactors, which could be paid for with the money pledged by Japan, reported Bloomberg’s Ari Natter and Will Wade. Coe is quoted by Bloomberg as having said at an energy conference hosted by the Tennessee Advanced Energy Business Council that “the role of having the government involved in private markets is sacrosanct – you just don’t do it. But this is a national emergency.” Publicly traded companies in the nuclear energy space include Oklo (OKLO), Nuscale Power (SMR), Nano Nuclear Energy (NNE), Constellation Energy (CEG), BWX Technologies (BWXT), Centrus Energy (LEU), Amentum (AMTM) and Cameco (CCJ).

AI CHIPS: 

On social media X, Elon Musk wrote, “Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years. That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI. The current version in cars is AI4, we are close to taping out AI5 and are starting work on AI6. Our goal is to bring a new AI chip design to volume production every 12 months. We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding. These chips will profoundly change the world in positive ways, saving millions of lives due to safer driving and providing advanced medical care to all people via Optimus.”

GRAVITY TOURING: 

Lucid Group (LCID) announced the launch of the Lucid Gravity Touring, the newest addition to its Lucid Gravity SUV lineup. “Starting at $79,900, Lucid Gravity Touring now offers Lucid’s signature blend of space, performance, and efficiency to a broader audience. Customer orders are now open, with select configurations available for immediate delivery,” the company stated.

AUTO CHIPMAKER: 

Nio (NIO) has started external supply of its Shenji NX9031 chip technology, licensing it to an automotive chip company, CnEVPost’s Phate Zhang reports. A chip industry insider says order values could reach hundreds of millions of RMB.

AMBIA SOLAR ACQUISITION: 

SunPower (SPWR) has closed its $37.5M strategic acquisition of Ambia Solar to create the No. 5 U.S. residential solar company, based on Ohm Analytics rankings.

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Originally Posted November 25, 2025 – Charged: U.S. to own as many as 10 nuclear reactors