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.
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2 Uranium Stocks to Buy Now and Hold for Huge Nuclear Energy Upside
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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