The Nuclear and Uranium Sectors are Noteworthy

The problem of AI computing power affecting huge electricity consumption still needs to be solved.

According to a foreign research institute report, ChatGPT responds to about 200 million requests per day and consumes more than 500,000 kilowatt-hours of electricity, equivalent to the electricity consumption of 17,000 American homes. Not only that, but the International Energy Agency (IEA) reports that if fully integrated with AI, Google searches, for example, could increase their electricity consumption tenfold. With such a huge demand for electricity, science and technology leaders have pointed to the same solution: artificial sun - nuclear fusion.

Tech giant Microsoft (MSFT.US) has decided to embrace nuclear power, signing a 20-year power purchase agreement with Constellation Energy. Catalyzed by this news, nuclear power stocks and nuclear power raw material uranium mining stocks have risen.

At present, the AI power sector should be a relatively deterministic investment opportunity. The era of AI is bound to come, and the digestion of computing power in data centers is still huge, so the electricity demand will continue.