The AI boom is creating ripples across markets that reach far beyond chips and LLMs. Smart investors are looking past the headlines to the sectors quietly powering this boom, like nuclear energy and the uranium that fuels reactors. As AI data centers demand more energy, these inputs and the companies behind them may prove to be some of the quiet major players of the AI era.
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The AI Data Center hype is doomed, regardless of demand, the data centers lack the power of 28 additional nuclear power plants by 2028, even approved and financed today, they would not be available before 2034.
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Toward a Breakthrough in Nuclear Fusion Design: Full document: https://lnkd.in/geANQz4c This paper proposes the Exploding Mass Defect Hypothesis, which redefines fusion energy as a hydrodynamic rather than thermal process. Instead of direct mass-to-energy conversion (E = mc²), the missing mass is seen to decompress explosively, driving reaction products outward. The model predicts shockwave and acoustic signatures and the formation of an ultra-thin byproduct called “super-thin matter.” It argues that magnetic confinement is unsuited for such dynamics, while inertial confinement aligns naturally. Concepts are outlined for direct energy conversion using MHD and acoustic coupling, supported by shock-resistant materials and strategies to manage the resulting matter. #newphysicsproject
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Data centers are quietly shaping the global economy. In the first half of 2025, 92% of U.S. GDP growth came from AI and data-center investment. Power demand is projected to rise 165% by 2030 — and that’s where nuclear energy comes in. Here’s my breakdown on how AI, uranium, and energy markets are intersecting: #AI #Energy #NuclearPower #DataCenters #Investing
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Copenhagen Atomics is pushing the boundaries of clean, scalable energy with its modular molten salt reactor technology — aiming to make nuclear power small, safe, and affordable. For the AI industry, this could be transformative. As model training and data center demands surge, cheap and steady energy becomes the new foundation of progress. If reactors like these deliver as promised, they could redefine what’s possible in AI infrastructure — powering intelligence with sustainable abundance. It may not solve the energy problem today, but it points toward a future where computing and clean energy grow together. Read mode: https://lnkd.in/eKPUQYMg
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A new beginning for infinite clean energy? ☀️ A major breakthrough in the quest for commercial nuclear fusion has just been announced. Japanese start-up Helical Fusion reported a 'world first' milestone: the successful test of a high-temperature superconducting (HTS) coil. This isn't just a lab experiment; it's a critical step that proves the viability of a core component for their commercial reactor design. Nuclear fusion, the same process that powers the sun, is the ultimate goal for clean power. It promises: ✅ Enormous amounts of energy ✅ Zero carbon emissions ✅ Little to no long-lived radioactive waste Helical Fusion aims to be the first to meet all three key requirements for commercial viability: stable power, net energy gain, and maintainability. This is a huge step forward in the global race for a truly sustainable future. The dream of limitless clean energy is moving closer to reality. #NuclearFusion #CleanEnergy #Sustainability #Innovation #Technology #FutureOfEnergy #Japan #HelicalFusion Read the full story from Reuters: https://lnkd.in/gpVHidYP
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Tokamak nuclear fusion plasma! The bright pink glow is from deuterium gas injection, visible in the upper left of the image. A pure hydrogen plasma, or any of its isotopes – deuterium or tritium – typically produces a light shade of pink, as it emits wavelengths of both red and blue light. In the upper right, lithium granules are introduced using our newly installed Impurity Powder Dropper (IPD). As these sand-sized grains fall into the plasma, they emit crimson-red light when neutral lithium is excited in the cooler outer regions. This whole sequence lasts 1/3 of a second in realtime. This is not my video! Go here for the original: https://lnkd.in/ePbTj66f
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As major news outlets this year have reported, companies like Microsoft and Google have been exploring next-generation nuclear technology to meet the 24/7 electricity demands of artificial intelligence. What does this mean for those of us in the energy materials space? 💥Urgency and long-term demand for securing reliable, domestic supply chains of critical minerals like uranium. 🍃A shift in perception, as nuclear re-enters the clean energy conversation alongside solar, wind, and storage. One thing is for certain, the race to power AI is also a race for materials, and that’s where Eagle Energy Metals is prepared to step in. https://lnkd.in/ec-AzDbY
Big Tech's big bet on nuclear power to fuel artificial intelligence
cbsnews.com
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As part of a wider scramble to meet AI’s growing energy demand Google has signed a 25-year deal to buy power from a nuclear plant in Iowa that shut in 2020. The deal is drawing attention because it links two technologies that often divide opinion: nuclear energy and artificial intelligence. Supporters call it a pragmatic step toward reliable, low-carbon power, while critics warn about the risks of restarting older reactors and giving private companies greater sway over energy supply. As AI drives up global energy demand, companies are racing to secure clean, continuous power, which invites reflection on how much of this new demand truly serves a sustainable future.
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At the just-concluded press conference for the Fourth Plenary Session of the 20th CPC Central Committee, Zheng Shanjie, Minister of the National Development and Reform Commission, announced that the CPC Central Committee’s proposal for China’s 15th Five-Year Plan calls for forward-looking deployment of future industries. Quantum technology, hydrogen energy, nuclear fusion, brain–computer interfaces and embodied artificial intelligence are identified as new growth drivers. These sectors are poised to take off and, within the next decade, will effectively recreate China’s high-tech industry. #hydrogen #Fuelcell #ChinaHydrogen #Sustainable #ZeroCarbon #HydrogenMarine
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Chromosomes: Exploring a crossroads in the ageing process New Insight Article explains experiments on yeast show that the nuclear pore complex has a central role in the loss of chromosomes associated with ageing. https://lnkd.in/e2Yafj_a
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