Nuclear Energy's Role in the AI Power Boom: Insights from Jefferies Analyst

Reported 7 days ago

In light of Microsoft's recent agreement to leverage nuclear energy for its AI initiatives, Jefferies' Aniket Shah discusses the urgency of transitioning to clean energy, emphasizing the expected rise in nuclear power demand and bipartisan support for nuclear legislation in the U.S. He suggests that while natural gas is an immediate investment opportunity, long-term prospects lie with carbon capture technologies and the nuclear energy sector as it evolves to meet growing power needs.

Source: YAHOO

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