TSLA
Tesla
-- 410.440 NVDA
NVIDIA
-- 144.470 CRNC
Cerence
-- 19.330 PLTR
Palantir
-- 79.890 MSTR
MicroStrategy
-- 339.660 Financial Estimates for 2025: Major US High-Tech Companies Accelerate Entry Into Nuclear Power Business! Is Energy Becoming a New Battlefield for AI Competition?
This article uses automatic translation in part.
Recently, against the backdrop of rapid AI proliferation, $Alphabet-C (GOOG.US)$ 、 $Microsoft (MSFT.US)$ and $Amazon (AMZN.US)$ ETCMajor US high-tech companies are aiming to secure electricity for data centers, accelerating investments in clean energy such as nuclear power.。
Recently, against the backdrop of rapid AI proliferation, $Alphabet-C (GOOG.US)$ 、 $Microsoft (MSFT.US)$ and $Amazon (AMZN.US)$ ETCMajor US high-tech companies are aiming to secure electricity for data centers, accelerating investments in clean energy such as nuclear power.。
Such movements have significantly pushed up stocks related to Nuclear Power.By looking at the year-to-date performance ranking, some USA nuclear power-related stocks have shown strong performance.
In particular, with advanced U.S. reactor development, $NANO Nuclear Energy (NNE.US)$ IsYear-to-date increase of over 520%Rise of nuclear power. Development of small modular reactors (SMRs). $NuScale Power (SMR.US)$ もOver 450% increase.Rise of.Support from Mr. Altman, the “Father of ChatGPT”.Nuclear power startup $Oklo Inc (OKLO.US)$ IsClose to 124%.Rising. In addition, nuclear power plants in the USA $Vistra Energy (VST.US)$ 、 $Talen Energy (TLN.US)$ 、 $Constellation Energy (CEG.US)$ each over 260%、over 210%、Recorded a growth of over 90% as of December 30, 2024.Recently, against the rapid proliferation of AI, major U.S. technology companies such as Google, Microsoft, and Amazon are accelerating their investments in clean energy sources such as nuclear power in order to secure electricity for data centers.
![]()
Will the AI revolution lead the electricity demand, what is the future of the electrical utilities industry?
With the rapid development of AI technology, the proliferation of AI software integrating large language models (LLMs) is accelerating. This trend will significantly increase the power consumption of data centers in the future, The proportion of total electricity consumption continues to rise.as Financial Estimates.
With the rapid development of AI technology, the proliferation of AI software integrating large language models (LLMs) is accelerating. This trend will significantly increase the power consumption of data centers in the future, The proportion of total electricity consumption continues to rise.as Financial Estimates.
An Analyst from a major US research firm states,Given the current generation ratio, future electricity supply shortages are almost inevitable.showed the view.
By 2050, the US Department of Energy estimates that there is a possibility of a 75% increase in global electricity consumption.QITABANKUAI.as Financial Estimates.ハイテク業界がAI革命への超強気が電力需要量増加を牽引する主要因となった。さらに、マッキンゼーは、米データセンターの電力消費量は2022年の17GWから2030年の35GWへと大幅に増加するIt is expected that the increase in the use of high-performance chips for AI data centers is one of the reasons. Additionally, according to Goldman Sachs' forecast, by 2030, in the USA, there will be a significant increase in data centers.電力消費量は全国総電力の8％に達する。
In addition, Sam Altman, the founder of OpenAI, mentioned in an interview,"In the future, computing power and energy will emerge as two important resources"he said. With the rapid increase in AI demand in the future, sustainable energy supply and efficient use of computing resources will become even more critical.
In addition, at this year's Davos meeting,he expressed the view that energy innovation is essential for the advancement of AI technology.At present, the competition around inferential performance in AI has already heated up, and the next focus is beginning to shift to the energy infrastructure. As the enormous power consumption resulting from the rapid increase in AI demand becomes a challenge, he advocates for expanding investment in nuclear fusion energy as a solution.
![]()
U.S. high-tech giants accelerate entry into the nuclear power business! Is energy becoming a new battlefield in the AI competition?
currently, to alleviate the significant power demand from AI data centers,Major US high-tech companies are actively promoting the introduction of small modular reactors (SMRs).。
From a long-term perspective, facing the enormous electricity demand brought by the booming data centers, Nuclear Power provides stable and clean energy, reducing dependence on the power grid. It is also expected to contribute to mitigating electricity price volatility risks, optimizing long-term operational costs, and achieving Carbon Neutrality.
This trend, which demonstrates the integration of the high-tech industry and the energy sector, is attracting attention as a new trend. Experts have pointed out that this movement may significantly change the way data centers are operated in the future.
Based on this, Stocks related to nuclear power that are expected to leap in 2025are organized as follows:
●Upstream: Extraction and processing of raw materials
The upstream process of the supply chain includes the supply of fundamental raw materials, major equipment, and nuclear fuel necessary for atomic development such as uranium mining and enrichment.
●Upstream: Extraction and processing of raw materials
The upstream process of the supply chain includes the supply of fundamental raw materials, major equipment, and nuclear fuel necessary for atomic development such as uranium mining and enrichment.
Specifically, for uranium mining $Denison Mines (DNN.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $Cameco (CCJ.US)$ 、 $Uranium Energy (UEC.US)$ 、 $NexGen Energy (NXE.US)$ and nuclear fuel processing $Centrus Energy (LEU.US)$ Divided into categories.
●Midstream: Development and construction of SMRs
The midstream process of the supply chain includes the development and construction of small modular reactors (SMRs).
●Midstream: Development and construction of SMRs
The midstream process of the supply chain includes the development and construction of small modular reactors (SMRs).
$NuScale Power (SMR.US)$The company is the first publicly traded company in the USA to produce Small Modular Reactor (SMR) Power Modules as its main product.
$Oklo Inc (OKLO.US)$ is focusing on the development of small modular reactors (SMRs).Mr. Altman, the 'father of ChatGPT', has invested in them.has received investment from Mr. Altman, the 'father of ChatGPT'.
$NANO Nuclear Energy (NNE.US)$Specializing in the development of small modular reactor, focusing on four areas including manufacturing, fuel, transportation, etc., aiming to build a diverse vertically integrated supply chain.
In addition, $BWX Technologies (BWXT.US)$Focuses on the manufacturing of reactor components and nuclear technology, providing reactor components, nuclear fuel, and defense-related nuclear technology to both public and private sectors. Clients include the USA government (such as nuclear reactors for naval submarines).
●Downstream: Operation of nuclear power plants and energy supply.
The downstream process of the supply chain is, $Duke Energy (DUK.US)$、 $Exelon (EXC.US)$、 $Entergy (ETR.US)$、 $Southern (SO.US)$、 $NextEra Energy (NEE.US)$ 、 $PPL Corp (PPL.US)$ 、 $Public Service Enterprise Group (PEG.US)$、 $Dominion Resources (D.US)$、 $Vistra Energy (VST.US)$、 $Talen Energy (TLN.US)$ and $Constellation Energy (CEG.US)$Including operators of nuclear power plants and energy suppliers.
●QITABANKUAI: Electrical facilities
Electrical facilities also $GE Aerospace (GE.US)$ 、 $Eaton (ETN.US)$ 、 $Honeywell (HON.US)$ 、 $Emerson Electric (EMR.US)$ 、 $Graham (GHM.US)$ contains the Stem Inc.
This article uses automatic translation in part.
Source: MOOMOO, Bloomberg, Fluoridealent
- MOOMOO News Kingsley
*As of December 30, 2024 (according to our research)
*The content posted is as of the time of creation and does not guarantee the current numbers. Also, it does not solicit or recommend specific products or brands.
●Downstream: Operation of nuclear power plants and energy supply.
The downstream process of the supply chain is, $Duke Energy (DUK.US)$、 $Exelon (EXC.US)$、 $Entergy (ETR.US)$、 $Southern (SO.US)$、 $NextEra Energy (NEE.US)$ 、 $PPL Corp (PPL.US)$ 、 $Public Service Enterprise Group (PEG.US)$、 $Dominion Resources (D.US)$、 $Vistra Energy (VST.US)$、 $Talen Energy (TLN.US)$ and $Constellation Energy (CEG.US)$Including operators of nuclear power plants and energy suppliers.
●QITABANKUAI: Electrical facilities
Electrical facilities also $GE Aerospace (GE.US)$ 、 $Eaton (ETN.US)$ 、 $Honeywell (HON.US)$ 、 $Emerson Electric (EMR.US)$ 、 $Graham (GHM.US)$ contains the Stem Inc.
This article uses automatic translation in part.
Source: MOOMOO, Bloomberg, Fluoridealent
- MOOMOO News Kingsley
*As of December 30, 2024 (according to our research)
*The content posted is as of the time of creation and does not guarantee the current numbers. Also, it does not solicit or recommend specific products or brands.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
Vistron24155229 : ASPI isotopes won't be included, right?
初音ミク0139 : There's no need to be pretentious. It's about the operation of nuclear energy, right? If it works, it will be semi-permanent, won't it? It will disrupt the price. Only you guys are desperately doing it. Just use it.