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20min chapter
MacroVoices #423 Justin Huhn: Accelerated Demand Growth in Supply Driven Bull Market
Macro Voices
Nuclear Power Resurgence and AI Data Centers
The chapter explores the resurgence in demand for nuclear power globally, including reactor restarts and extensions driven by increased electricity needs from various sectors like AI data centers and government strategic objectives. It discusses the potential of small modular nuclear reactors to transition away from fossil fuels and support the evolving energy landscape. Additionally, the dialogue touches on the significant electricity demands of AI data centers, highlighting the need for sustainable base load power sources like nuclear energy to meet future energy requirements.
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