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AMD To Benefit From AI 'Competitive Arms Race': Goldman Sachs
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AI Is Already Monetizing, Just in Another Way
Microsoft, Salesforce Battle Heats Up As AI Agent Technology Takes Center Stage
US nuclear energy stocks have begun the road to a comeback! AI datacenters need to be "fed" by nuclear power.
Last week, several nuclear energy stocks in the USA soared to record highs, with the first batch of small modular reactors (SMRs) accelerating their deployment in the USA; Google, Amazon, and other companies have reached milestone electrical utilities supply agreements with nuclear energy companies, driving this upward trend; Signs indicate that the nuclear power industry's recovery is accelerating, and they will be used to meet the substantial electrical demand of artificial intelligence.
'The Supply Chain Foresees Impending Competition With Nvidia's Launch Of The GB200 Infrastructure' - DigiTimes Alert