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Microsoft's nuclear power agreement highlights the increasing demand for nuclear energy, with uranium mining stocks and nuclear energy concept stocks showing strong momentum.
The Three Mile Island agreement signed between microsoft and nvidia has directly exposed the huge potential demand for nuclear energy, causing nuclear energy concept stocks and uranium stocks to soar. Nuclear energy company Vistra still tops the S&P 500 large cap leaderboard, with a cumulative increase of over 209% so far this year, surpassing nvidia's 149.4% increase. Analysts predict that with the increase in demand for electrical utilities from data centers and other large energy consumers, nuclear energy demand may further increase.
Is nuclear power the ultimate goal of AI? Technology giants are falling one after another, and concept stocks surged more than 20% overnight.
The International Energy Agency (IEA) report states that if fully integrated with ai, taking Google search as an example, its electrical utilities consumption may increase tenfold. Faced with such a huge energy demand, technology giants have all pointed to the same solution, which is artificial sun - nuclear fusion.
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Microsoft's 'cash power' stimulates the wild surge of the nuclear power sector! The Three Mile Island nuclear power plant in the USA officially announced its restart.
After signing a major contract with Microsoft for 20 years, the United Energy Company announced the restart of the No. 1 reactor at the Three Mile Island nuclear power plant. The No. 2 reactor at Three Mile Island experienced the most severe commercial nuclear power plant accident in US history, and is still in the process of decommissioning. The strong demand for electrical utilities from technology giants is revitalizing the long-struggling nuclear power industry.
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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.
Russia's Putin Says Maybe We Should Think About Exports Restrictions Of Some Goods, Such As Uranium; Russia's Putin Also Mentions Titanium And Nickel Exports
The world's largest uranium mining company warns that the Russia-Ukraine conflict has increased the difficulty of supplying Western countries.
①Yussupov said that while it is easier to sell to certain countries in Asia, they do not want to overly rely on a single market or partner to avoid excessive risk. ②Kazakhstan faces dual pressures from the West and Russia, especially in terms of uranium, as it plays a key role in the global supply chain.
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