๐ฅ Why the money is concentrated on nuclear power
You may have heard that big tech such as Amazon and Google have signed nuclear power contracts that have not yet been made.
The reason is simple: itโs just as desperate. It actually takes as much power as 10 Google searches with one ChatGPT question.
๐จ One AI data center planned by Meta is equivalent to the total power consumption of small and medium-sized cities.
In just five years, AI data center strategy demand is expected to increase by more than 500%.
๐ก Think about it!
A stable 24-hour supply of electricity is virtually impossible with renewable energy, and thermal power generation is an obstacle to a carbon neutrality policy. After all, nuclear power is the only energy source that meets the โcapacity + carbon-free + 24 hoursโ condition.
Currently, there are only three purely nuclear-powered publicly traded companies in the United States. Companies like Oclaw and Newscale Power jumped more than 300% after going public.
๐ฏ The reason is simple: there are no options. With no commercial small reactors yet, big tech is desperately moving as realistic alternatives to address the power thirst of the AI era are limited.
โItโs an era where capital moves before technologyโ
Now, three companies with disruptive innovation levels of technology are set to go public this year.
๐ That will have many implications for the market: private capital that moves faster than government policy, and companies that, in the absence of alternatives, invest in itself rather than profitability.
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