Energy demands from big tech, including for AI, has elected officials giving an old power source a second look.
AI's voracious energy appetite is straining already outdated power grids. Here's how nuclear and solar energy could fix that.
DeepSeek's emergence is a reminder that energy efficiency remains a better bet than one on the largest energy production ramp-ups in human history.
The startups and power producers that are betting big on new nuclear are vulnerable to an energy efficient AI model.
OpenAI has been cozying up to the government for a few years now, and it’s been turbocharged under the Trump Presidency. Earlier this week, Altman announced ChatGPT Gov, a specialized version of its chatbot for government applications.
Constellation Energy and Vistra sank as the DeepSeek artificial intelligence model sent shock waves through the market.
The jaw-dropping energy demands of AI tools has led some California companies and lawmakers to re-examine the possibility of nuclear power.
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.
OpenAI struck an agreement with the U.S. National Laboratories and plans to support work on nuclear security and more
Nuscale Power Corp, one of the market's best-performing nuclear energy stocks in 2024, dropped as much as 24%. Vistra Corp, another nuclear power provider, dropped as much as 26%, while Talen Energy Corp and Constellation Energy Corporation dropped 21% and 20%, respectively.
The Emirates Nuclear Energy Company plans to invest chiefly in the US, where an AI boom is driving growth in power demand, and is also in talks for a UK project.
Oklo shares surged to another record high Friday as investors continue to bid up nuclear energy companies on expectations of growing energy demand to support AI infrastructure. Monitor these important chart levels.