Constellation Energy and Vistra sank as the DeepSeek artificial intelligence model sent shock waves through the market.
The startups and power producers that are betting big on new nuclear are vulnerable to an energy efficient AI model.
DeepSeek's emergence is a reminder that energy efficiency remains a better bet than one on the largest energy production ramp-ups in human history.
AI's voracious energy appetite is straining already outdated power grids. Here's how nuclear and solar energy could fix that.
The Emirates Nuclear Energy Company plans to invest chiefly in the US, where an AI boom is driving growth in power demand, and is also in talks for a UK project.
For the last year, analysts have warned that the data centers needed for AI would drive up power demand and, by extension, emissions as utilities build out natural gas infrastructure to help meet demand.
As AI adoption soars, major tech companies like Amazon and Google are turning to nuclear energy to offset the increased carbon emissions associated with AI's energy consumption. Small modular reactors offer a compact and efficient solution to power AI while working towards climate change goals.
Marc Andreessen, the prolific venture capitalist known for backing Facebook, GitHub, Pinterest and Twitter in their early days, has declared nuclear the “silver bullet for virtually unlimited zero-emissions energy today”. His fund, Andreesen Horowitz, has invested in micro-reactor firm Radiant Nuclear.
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.
The Chinese company is rapidly changing assumptions about individual models’ power needs, but the AI sector’s emissions are still a concern.
Oklo shares surged to another record high Friday as investors continue to bid up nuclear energy companies on expectations of growing energy demand to support AI infrastructure. Monitor these important chart levels.
The pursuit of nuclear fusion as a clean, sustainable energy source represents one of the most challenging scientific and engineering goals of our time. Fusion promises nearly limitless energy without carbon emissions or long-living radioactive waste.