The Atomic Brain: Powering the AI Revolution with Nuclear Energy

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Key Insights at a Glance

Visualizing the data behind the AI-Nuclear investment thesis.

Part 1: The AI Energy Crisis

Data Center Electricity Demand Forecast (TWh)

Global demand is set to more than double by 2030, with AI as the primary driver.

Big Tech's 2025 AI Infrastructure Spending ($B)

A capital expenditure arms race is underway to build the "AI Factories" of the future.

Part 2: The SMR Solution

🏭

Factory-Built

Mass-produced components slash construction time and cost.

🔒

Passive Safety

Utilizes physics for "walk-away safe" operation without external power.

🧩

Scalable & Modular

Power plants scale by adding modules, matching growing demand.

📍

Co-location Ready

Smaller footprint allows siting directly next to data centers.

Part 3: Profiling the Nuclear Value Chain

Sources

Disclaimer

The information provided in this report is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. The content is not a recommendation or solicitation to buy or sell any securities. All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. You should consult with a qualified professional before making any financial decisions. The authors and publishers of this report are not liable for any actions taken based on the information provided herein.