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Is AI A Stealth Uranium Play? AIA Weekly Report 3.16.24
Amazon just closed on a $650 million dollar data center adjacent to a nuclear power plant in PA. The Wall Street Journal has said data centers currently consume 1% of all electricity demand. They also say that they expect this to grow by 50% over the next several years.
The newer AI chips consume quite a bit more electricity than the current generation of chips. It looks like this demand growth will be filled with some level of nuclear power.
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Amazon paying 650 million for nuclear power
https://www.inc.com/chloe-aiello/why-amazons-aws-is-paying-650-million-for-access-to-nuclear-power.html
Italy: Parliament Calls for Investigation Into Reintroduction of Nuclear Power
https://worldview.stratfor.com/situation-report/italy-parliament-calls-investigation-reintroduction-nuclear-power
Wind Turbines and Solar Panels are Aging Prematurely
https://www.instituteforenergyresearch.org/renewable/wind-turbines-and-solar-panels-are-aging-prematurely/
DEI killed the CHIPS Act
https://thehill.com/opinion/4517470-dei-killed-the-chips-act/
Copper price s..
Category | News & Politics |
Sensitivity | Normal - Content that is suitable for ages 16 and over |
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