Doomberg β’ 6766 implied HN points β’ 12 Mar 24
- The rise of artificial intelligence (AI) is expected to significantly increase power demand, potentially impacting the journey towards electrifying everything.
- The nuclear industry is experiencing a resurgence as evidenced by Amazon's move to power a data center with nuclear energy, reflecting a larger trend of increasing nuclear capacity globally.
- There is growing concern about whether the uranium fuel supply chain can meet the demand created by the rapid pivot towards nuclear energy, highlighting the importance of understanding the nuclear fuel cycle.