Google is paying to get more output from nuclear reactors that already run. Stocks rallying hardest on the news belong to companies whose reactors don’t exist yet. Google’s agreement with Constellation Energy (NASDAQ:CEG) has restored appetite for small modular reactor developers after a hard year for the group.

According to Indiana Gov. Mike Braun, the program, plus nuclear energy investments, will allow for lower costs and high-paying career opportunities in Indiana.

Solar panels and wind turbines are great at producing electricity but what heavy industry also needs is raw heat—and lots of it. The manufacture of concrete, glass, and steel, as well as the production of many chemicals, plastics, and fertilizers, are still highly reliant on fossil fuels to produce that heat.

There is a growing need for power in Oklahoma. It has lawmakers asking questions about the strength of the electrical grid, and whether adding nuclear energy into the mix is a good idea.