Jan. 24 at 1:58 PM
$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCLEAR
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$SMR industrializing small modular nuclear reactors
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$UUUU integrating uranium mining with fuel processing
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$OKLO building on-site nuclear power for AI data centers
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$CCJ anchoring uranium supply for the nuclear build cycle
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