Tue 28 Oct 2025 - 15:00 GMT / 11:00 EDT / 16:00 CET

Nuclear is Essential for AI Infrastructure: The exponential growth of AI and data centres demands clean, baseload power, making nuclear power a unique solution, especially as AI workloads require uninterrupted power that renewables alone cannot provide.

Geopolitical Factors Favour Nuclear: The need for energy independence and the displacement of Russian energy sources have led governments worldwide to support and invest in nuclear power, ensuring long-term demand and favorable regulatory environments beyond the confinements of short-term political cycles.

Supply Deficit in Uranium Market: Primary uranium supply is constrained due to post-Fukushima production cuts and long lead times for new mines, leading to a structural supply deficit. Rising uranium prices and financial incentives are expected to further drive this trend.

Growing Adoption of SMRs and Technological Advances: Small Modular Reactors (SMRs) are gaining traction due to their enhanced safety, scalability, and ability to be co-located with data centres to provide behind-the-meter power. Technological advancements in SMR designs and nuclear fuel cycles make nuclear energy more efficient, safer, and economically viable.

Financial and Strategic Investments in Nuclear Sector: Increased capital expenditure in the nuclear sector from both financial entities and leading tech companies (Amazon, Microsoft, Meta, etc.) reflects growing strategic emphasis on nuclear power and nuclear fuel as long-term assets for a sustainable and secure energy future.