logo
welcome
SeekingAlpha

SeekingAlpha

Big tech driving gains in nuclear power companies: Societe Generale

SeekingAlpha
Summary
Nutrition label

81% Informative

Societe Generale : Big tech is driving gains in nuclear power companies.

The power usage of AI data centers is between four and five times higher than typical data servers.

That could cause electricity demand in the US to top supply by next year without more investment in the power grid.