Key Points As global energy demands surge, particularly driven by the rise of data centers and electrification, nuclear energy is regaining attention as one source of power to meet these needs. As countries build out capacity and reduce reliance on foreign sources, companies across the nuclear and uranium supply chain stand to benefit. The Global X Uranium ETF offers investors diversified exposure across the uranium sector. 10 stocks we like better than Global X Funds - Global X Uranium ETF › For ...

Group 1 - The article discusses an update on the Global X Uranium ETF (NYSEARCA: URA), highlighting its performance and potential as an investment opportunity [1] - The author expresses a focus on value investing and a conservative steady-growth portfolio strategy, particularly in the energy, tech, and industrial sectors [1] - The author is currently seeking a full-time position in the financial industry, indicating a personal interest in professional development [1] Group 2 - The author has a beneficial long position in the shares of CCJ, indicating confidence in the stock's future performance [2] - The article emphasizes that the author's opinions are independent and not influenced by any business relationships with companies mentioned [2] - There is a disclaimer regarding the nature of the content, clarifying that past performance does not guarantee future results and that no specific investment advice is being provided [3]

Core Insights - The rise of artificial intelligence (AI) is significantly increasing energy demands, particularly for data centers, which are projected to double their electricity consumption by 2030, reaching 945 terawatt-hours, equivalent to Japan's annual usage [1] - Nuclear power is being reconsidered as a scalable, carbon-free energy solution to meet the continuous power requirements of AI, as existing renewable sources are insufficient [5][6] - The Global X Uranium ETF offers diversified exposure to the uranium sector, allowing investors to capitalize on the growing demand for nuclear energy without the complexities of individual stock selection [7][10] Energy Demand and AI - AI servers consume up to 10 times more power than standard servers, with data centers already accounting for approximately 2% to 4.4% of total energy consumption in the U.S. [2][3] - Goldman Sachs forecasts a 165% surge in data center power demand by the end of the decade [2] Nuclear Power as a Solution - Nuclear power is identified as the only scalable solution capable of providing the massive baseload electricity required by AI [6] - The Global X Uranium ETF tracks the Solactive Global Uranium & Nuclear Components Total Return Index, investing at least 80% of its assets in uranium-related companies [10] Investment Opportunities - The Global X Uranium ETF has delivered a 50.1% year-to-date return through July 2025, with a 1.91% dividend yield and a net expense ratio of 0.69% [11][12] - The uranium market is at a critical juncture due to the intersection of AI energy demands and climate commitments, with countries like the U.S. planning to triple nuclear power capacity by 2050 [13][16] Geopolitical and Market Considerations - The uranium industry faces geopolitical challenges, as significant supplies come from politically sensitive regions, and mining operations have long development timelines [14][16] - Public opposition to nuclear power and environmental concerns remain significant hurdles for the industry [15]