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]