Is the real AI trade actually nuclear power?
Everyone is focused on chips, memory, and software, but AI seems to be turning into an electricity problem. If AI adoption keeps accelerating, data centers will need enormous amounts of power 24/7. Solar and wind help, but they’re intermittent. Natural gas has limits too.
So why isn’t the market talking more about companies building nuclear reactors and producing nuclear energy? Am I missing something, or could the biggest winners from the AI boom end up being nuclear and power infrastructure companies rather than the AI companies themselves?
Curious what people think? ( I'm talking about nuclear power, not nuclear bombs, don’t get me wrong )