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"Power-hungry" AI: The electricity consumption of a single datacenter "exceeds that of a city, or even a state."
Analysts say that in the short term, it is difficult for AI datacenters to rely solely on wind power, so they are forced to use henry hub natural gas. But what is even worse than the shortage of electrical utilities is that the scale of datacenters has already reached the "limit of existing infrastructure".
Morgan Stanley: It is time to be bullish on uranium prices.
Morgan Stanley stated that the decline in mining output has reduced global uranium supply. Additionally, Russia has issued a ban on the export of enriched uranium to the usa, and if the eu is also included in the ban, it may exacerbate the tightness of global uranium supply.
Russia Restricts Uranium Exports to US Amid Escalating Trade Tensions
Uranium Prices Rise After Russia Temporarily Limits Supplies to U.S.
Uranium American Gets Set With Promising Uranium Plays in US
Exchange-Traded Funds Higher, Equity Futures Mixed Pre-Bell Wednesday Ahead of Key Jobs Report