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28.12.2025 23:00:00
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The AI Arms Race Is Cracking Open the Nuclear Fuel Cycle
We are seeing a violent collision between two worlds: the high-speed, iterative world of artificial intelligence and the slow, grinding, capital-intensive world of nuclear physics. Data from a survey of over 600 global investors reveals that 63% now view AI electricity demand as a "structural" shift in nuclear planning. This isn't a temporary spike or a speculative bubble. It is the physical footprint of every Large Language Model (LLM) query finally showing up on the global balance sheet. For years, the energy narrative was dominated by…Weiter zum vollständigen Artikel bei OilPrice.com