Not a subscriber to Barron's but a lot of fingers are pointing to Uranium!!
One of the areas with the fastest-growing demand for energy is the form of machine learning called generative AI, which requires a lot of energy for training and a lot of energy for producing answers to queries. Training a large language model like OpenAI’s GPT-3, for example, uses nearly 1,300 megawatt-hours (MWh) of electricity, the annual consumption of about 130 US homes. According to the IEA, a single Google search takes 0.3 watt-hours of electricity, while a ChatGPT request takes 2.9 watt-hours. (An incandescent light bulb draws an average of 60 watt-hours of juice.) If ChatGPT were integrated into the 9 billion searches done each day, the IEA says, the electricity demand would increase by 10 terawatt-hours a year — the amount consumed by about 1.5 million European Union residents.
https://www.barrons.com/articles/ai-evs-nuclear-energy-electricity-a4198583
https://www.vox.com/climate/2024/3/28/24111721/climate-ai-tech-energy-demand-rising
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