Nuclear Meets AI: Which Business Will Reflect Gains?
Energy is not just food for human brains but for AI as well. The trend is pointing towards Small Modular Reactors (SMRs) to meet the intensifying energy demand.
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To use resources, the main requirement is intelligence. The capacity to perceive truth and arrange its possessions determines the level of civilizational development. In this light, artificial intelligence is a historical development in which automated intelligence can be integrated into every aspect of civilizational advancement, functioning as an amplifying force.
Although existing AI models are far from robust, it is already clear that AI needs to not be viewed as a bubble just waiting to burst. Rather, AI needs to be considered as a membrane on top of existing digital facilities, connecting disparate nodes with AI representatives. Case in point, within Google’s existing ecosystem of apps, Agent2Agent (A2A) protocol permits AI to roam the infrastructure nodes to deliver a brand-new level of usefulness.
And there is no ceiling for AI integration and interoperability. If an idea can be had by a human, AI might analyze it. AI might pursue it if a task can be envisioned. Eventually, AI agents will join robotic platforms to complete tasks in the physical world. However, the underlying requirement for the AI civilizational layer is power. For investors, this translates to exposure in crucial energy sectors.
Nuclear Energy Density Renewal
Although nuclear power faced challenges from past disasters, it remains the most energy-dense, affordable, safe, and reliable source of power generation. China has made significant progress in utilizing nuclear power, with plans for new reactors under construction. The US government is also focusing on expanding its nuclear capability to compete in the AI race with China.
Which Companies Will Supply the AI Energy Demand?
According to the International Energy Agency (IEA), the world will need more energy for accelerated servers (AI workloads), with China and the US expected to drive most of this growth. Companies like Amazon, Microsoft, and Alphabet’s Google are making strategic moves to meet the rising demand for AI energy, investing in nuclear reactors and small modular reactors (SMRs) to power their operations.
In conclusion, the future of AI integration with energy sources like nuclear power is crucial for technological advancements. Investors should monitor developments in this space closely to capitalize on the growing AI energy demand.
Disclaimer: The author does not have a position or hold in any securities mentioned in the article. All stock prices were quoted at the time of writing.
