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BWX Technologies (NYSE:BWXT) May Have Issues Allocating Its Capital
Is nuclear power the ultimate goal of AI? Oracle plans to build three small nuclear reactors to support super datacenters.
Oracle's chairman Ellison announced the design of a datacenter that requires over 1,000 megawatts of electrical utilities, powered by three small nuclear reactors with a power output of no more than 300 megawatts, aiming to deploy carbon-free energy more quickly. The nuclear energy startup Oklo is expected to launch its first reactor by 2027.
Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
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