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.。
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 $Vistra Energy (VST.US)$ 、 $Talen Energy (TLN.US)$ 、 $Constellation Energy (CEG.US)$ はそれぞれ...

While AI continues to be in the spotlight, the expansion of Datacenter space to support infrastructure has become a major trend. Large high-tech companies have already shown a strong interest in investing since last year, and as we approach 2025, major companies are expanding their investments one after another.
$Microsoft (MSFT.US)$To build Datacenters capable of handling AI workloads, it has been announced that $80 billion will be invested in AI Datacenters in fiscal year 2025.
$Amazon (AMZN.US)$Amazon Web Services (AWS), the cloud computing division of the company, is planning to invest at least $11 billion in the state of Georgia to expand infrastructure and support various cloud computing and AI technologies.
Of note, Donald Trump, the future President of the USA, has announced plans to invest at least $20 billion to establish new Datacenters nationwide.
According to a survey by the technology intelligence company ABI Research, by the end of 2024, there will be 5697 public data centers around the world in Asia-Pacific, Europe, and North America.

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$NVIDIA (NVDA.US)$ Announced earnings on November 20. Concerns about delays have emerged.Next-generation AI semiconductor BlackwellRegarding,Jensen Huang, CEOis in full production.It is assumed that, and the November-January quarterplans to ship more than the previous estimatesas stated.2025年on a quarterly basisan increase in shipmentsindicating expectations to exceed current product Hopper for both Hopper and Blackwelldemand for both is exceptionally strong.Good news for suppliers of Nvidia.This can be said.
At the earnings callJensen Huang, CEOBlackwell is expected to achieve shipments of tens of billions this quarter, which is a great achievement for the company.Great partner.Indicated that it was thanks to Mass production of the Blackwell systemTo achieve this,it is necessary to significantly expand the supply chain of components on a large scaleand introduced major suppliers. This time,nvidia's 「Great partner.」からTaking into account the performance outlookand,Top 5 "hidden gems" of NVIDIAPick up...