Nuclear energy announcements from major tech firms like Amazon, Google, and Microsoft signal a shift toward utilizing advanced nuclear reactors to meet growing power demands for data centers and AI.
Data centers are projected to need more power, with a significant increase anticipated from 12-15% to 25% CAGR, driving facilities spending up to $167 billion by 2026.
As power generation stagnates in the U.S., technology companies are exploring nuclear energy to ensure they can support the increasing demands of data centers primarily driven by AI.
Key players like Vertiv and Schneider Electric are positioned as potential beneficiaries of the rising demand for nuclear power and data center infrastructure development.
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