Exact spending and budget might changes, but microsoft are...

Exact spending and budget might changes, but microsoft are investing many $Billions into ai data centers, and have already indicated a twenty year deal to restart the nuclear plant to provide this power.
UK related - Microsoft ambitions in the UK are haltered due concerns with a lack of availabe power on the grid. More electricity required. Where will it come from?

Meanwhile the US remain steadfast on their race to beating the Chinese in dominating the very power hungry, Ai future.

Yesterday, the US DoE released this article, which highlights their urgency to have these data centers constructed.
From the article: "DOE has identified 16 potential sites uniquely positioned for rapid data center construction, including in-place energy infrastructure with the ability to fast-track permitting for new energy generation such as nuclear".


imo it is the Domestic materials, domestic supply, domestic electricity, domestic anything that will benefit the most. I personally see the bottom in the spot price, so here's hoping PEN share the good news soon.