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Morgan Stanley’s Big Beat, Amazon Goes Nuclear, Luxury Letdown 10/16/24

Squawk on the Street

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The Shift in Energy Dynamics: Nuclear and Natural Gas in Data Centers

This chapter explores the evolving role of nuclear energy in data centers, challenging traditional perceptions while comparing the timelines for small reactor construction to natural gas plants. Additionally, it addresses the complexities in international energy relations, particularly regarding energy exports to China.

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