The artificial intelligence (AI) boom has a dirty little secret: The technology is an energy hog of epic proportions. Training an advanced frontier large language model can consume as much electricity as 1,000 U.S. homes use in a year, depending on model size and run time. As Microsoft (MSFT 0.62%), Amazon (AMZN 0.38%), and Alphabet (GOOGL 0.35%) race to build ever-larger AI systems, they're hitting a wall that has nothing to do with computing power -- it's the electrical grid. The math is brutal. Data cent ...

The petrochemical industry is largely believed to be at or near a cyclical bottom after several challenging years of declining profitability. LyondellBasell (NYSE: LYB ) is one of the more attractive investments in this space due to its nearlyI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and renta ...

Nuclear power exemplifies how revamping dated and onerous rules could kick-start investment and innovation, @greg_ip writes https://t.co/w09ZHjZoPv ...

Core Viewpoint - The article highlights the significant achievements in China's technological and industrial innovation during the "14th Five-Year Plan" period, emphasizing the acceleration of research and development, breakthroughs in key technologies, the growth of emerging industries, the vitality of talent innovation, and the formation of a unique innovation ecosystem in China [1][2][3][4]. Group 1: Research and Development - R&D investment is accelerating, with the total R&D expenditure expected to reach 3.6 trillion yuan by 2024, accounting for 2.68% of GDP, making China the second-largest globally [1]. - Enterprises are the main contributors to R&D growth, with their investment exceeding 77% of the total [1]. - Shenzhen's R&D investment as a percentage of GDP is 6.46%, indicating a shift from a global manufacturing hub to an innovation center [1]. Group 2: Key Technologies - Breakthroughs in core technologies are accelerating, with integrated circuit production expected to increase by 72.6% by 2024, adding approximately 190 billion units [2]. - Significant advancements have been made in nuclear power, high-speed rail, marine engineering, artificial intelligence, quantum technology, manned spaceflight, and deep space exploration [2]. Group 3: Emerging Industries - The added value of high-tech manufacturing is projected to grow by 42% by 2024, while the digital economy's core industries are expected to increase by 73.8%, reaching 10.4% of GDP [2]. - There are over 4,000 innovative drugs in development in China, accounting for about 30% of the global total [2]. Group 4: Talent Innovation - China has the largest total human resources and R&D personnel globally, with over 5 million graduates in STEM fields each year, providing a solid foundation for technological breakthroughs [2]. Group 5: Innovation Ecosystem - A unique Chinese innovation ecosystem is forming, with companies actively engaging in open-source ecosystems to promote technology innovation and application [3]. - The "Artificial Intelligence +" initiative is being implemented to integrate AI into various industries and households, showcasing a distinctive application approach [3]. Group 6: Future Directions - The government plans to continue implementing innovation-driven development strategies, promoting the deep integration of technological and industrial innovation, and fostering a supportive environment for comprehensive innovation [4].

Company Overview - Centrus Energy Corp. is a trusted American supplier of nuclear fuel and services for the nuclear power industry, contributing to the demand for clean, affordable, carbon-free energy [3] - Since its inception in 1998, the company has provided over 1,850 reactor years of fuel, equivalent to more than 7 billion tons of coal [3] Upcoming Financial Events - Centrus Energy will hold its quarterly conference call on August 6, 2025, at 8:30 a.m. ET to discuss its second quarter earnings report for 2025, which will be released after market close on August 5, 2025 [1][2] - The conference call will be accessible via the company's website, with a replay available until August 19, 2025 [2] Industry Position and Capabilities - The company is pioneering the production of High-Assay, Low-Enriched Uranium and is leading efforts to restore America's uranium enrichment capabilities at scale [4] - Centrus Energy aims to meet the needs for clean energy, energy security, and national security [4]

Big countries tend to build nuclear power plants themselves. Yet there is also a significant export market for reactors. The fuel market is even more lopsided, with just a few countries, including Russia, able to enrich uranium https://t.co/KSI8j8dYAQ ...

China is ready to cooperate with France in industries such as nuclear power, aviation, AI, green energy and biotechnology, Foreign Minister Wang Yi said https://t.co/srt1rCvU2X ...

Core Viewpoint - NuScale Power's stock has shown significant growth, rising 23.7% in June following a 93% increase in May, driven by political support for nuclear energy and potential deals with data center developers [2][4]. Group 1: Political Support and Regulatory Approvals - President Trump's executive orders aimed at revitalizing the nuclear energy sector have contributed to investor enthusiasm, focusing on advanced nuclear technologies for national security and AI infrastructure [4]. - The Nuclear Regulatory Commission's approval of a second design for NuScale Power's small modular reactors (SMRs) has been a key catalyst, with the company now having two approved designs: a 50 megawatt and a 77 megawatt power module [4]. Group 2: Business Development and Market Interest - NuScale Power is reportedly in discussions with several "Tier 1" hyperscaler companies interested in purchasing power, indicating strong market interest and potential for future contracts [5]. - The trend of hyperscaler companies investing heavily in data centers tailored for AI is evident, with partnerships forming between these companies and SMR developers, such as Alphabet's deal with Kairos [6].

Russia’s state-owned nuclear power company is in talks to sell a 49% stake in the $25 billion power plant it’s building in Turkey https://t.co/6IApdUnIOS ...

Core Viewpoint - Cameco is positioned to benefit from the growing demand for nuclear power and the expected increase in uranium prices due to supply constraints and a shift towards clean energy sources [1][10]. Group 1: Company Overview - Cameco operates in the uranium mining sector, primarily supplying fuel for nuclear power plants and holding a minority stake in Westinghouse, a service provider for the nuclear industry [2]. - The company is seen as a way to invest in the nuclear power sector without direct exposure to the complexities of nuclear energy production [2]. Group 2: Industry Trends - Nuclear power is experiencing a renaissance as it is a clean energy source that does not produce greenhouse gases and can provide base load electricity, complementing intermittent renewable sources like solar and wind [5][6]. - The demand for electricity is projected to increase significantly, with a 55% growth expected in the U.S. from 2020 to 2040, driven by factors such as artificial intelligence, data centers, and electric vehicles [7][8]. Group 3: Supply and Demand Dynamics - Starting in 2030, demand for uranium is expected to outstrip supply, leading to a supply gap due to a slowdown in mine development following the Fukushima disaster in 2011 [10][11]. - The time-consuming and costly nature of building new mines suggests that the supply gap may persist, likely resulting in sustained or rising uranium prices as demand increases [11].