US nuclear regulators have secretly relaxed rules to hasten the construction of new generating capacity needed to power AI, ...
By Pooja Menon and Laila Kearney Jan 27 (Reuters) - NextEra Energy is considering expanding its nuclear fleet to deliver ...
There are two things we can do rapidly and easily to expedite new sources of replacement baseload power as coal closes.
Constellation Energy (NasdaqGS:CEG) has closed its acquisition of Calpine, expanding its US power generation portfolio. The company has agreed long term renewable power deals with Microsoft and Meta ...
We came across a bullish thesis on NANO Nuclear Energy Inc. on Crack The Market’s Substack by Ozeco. In this article, we will ...
People are afraid of an AI bubble. Whether it's real or not is a matter of debate, but BWX Technologies can allow you to profit from the AI bull market while keeping you insulated from any potential ...
Contrary to a common assumption, not all utility stocks are the same.
In this piece, we’ll check in on a few nuclear energy names that might be worth a second look now that the AI-driven hype has cooled off a bit. Undoubtedly, even a steep correction (think 40-50%) ...
The AI revolution has a power problem. Training GPT-4 required as much electricity as 10,000 U.S. homes use in a year.
NextEra Energy is working on power deals with major tech firms to support electricity hungry data centers. The company is ...
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