Uranium/nuclear energy continues to pick up steam. Countries are starting to understand that there are few options when it comes to clean energy that actually produces on a large scale for decades.

Uranium is pushing toward $89/lb, its highest since early February, as constrained mine supply collides with rising nuclear demand. Years of underinvestment and AI-driven electricity growth are reinforcing expectations of a structural deficit. #Uranium# #Nuclear# #AI#

Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.