Constellation Energy Watchlist

Nuclear Renaissance in the USA: Constellation, Talen, BWX Technologies, and Quanta Services - how the AI Boom is Giving new Wings to the Energy Sector!

L. Kulikov
Reading Time: 3 minutes

The tech sector is writing impressive success stories despite economic uncertainties – Meta, Microsoft, and Alphabet are presenting strong quarterly results. However, behind this development lies a phenomenon that triggers a surprising renaissance: The return of nuclear energy as a strategic energy source for the AI revolution. The new energy hunger A modern AI data center now consumes as much electricity as a medium-sized city. Applications like ChatGPT require ten times more energy than a conventional Google search. This development coincides...

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