Great article. AI, the energy black swan, will require a nuclear energy buildout to power it.
China already has the upper hand, building six new baseload reactors yearly.
Uranium is a critical mineral.
https://www.copyright link/world/north-america/the-next-cold-war-is-taking-place-in-a-chilled-data-centre-20240523-p5jfxl
THE SQUEEZE IS ON, page-2495
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