DeepSeek's emergence is a reminder that energy efficiency remains a better bet than one on the largest energy production ramp-ups in human history.
The startups and power producers that are betting big on new nuclear are vulnerable to an energy efficient AI model.
AI's voracious energy appetite is straining already outdated power grids. Here's how nuclear and solar energy could fix that.
Constellation Energy and Vistra sank as the DeepSeek artificial intelligence model sent shock waves through the market.
The pursuit of nuclear fusion as a clean, sustainable energy source represents one of the most challenging scientific and engineering goals of our time. Fusion promises nearly limitless energy without carbon emissions or long-living radioactive waste.
For the last year, analysts have warned that the data centers needed for AI would drive up power demand and, by extension, emissions as utilities build out natural gas infrastructure to help meet demand.
As AI adoption soars, major tech companies like Amazon and Google are turning to nuclear energy to offset the increased carbon emissions associated with AI's energy consumption. Small modular reactors offer a compact and efficient solution to power AI while working towards climate change goals.
Investors spent much of 2024 looking for less crowded trades set to gain from the AI boom. This week many of those names got caught in the historic sell-off.
Oklo shares surged to another record high Friday as investors continue to bid up nuclear energy companies on expectations of growing energy demand to support AI infrastructure. Monitor these important chart levels.
The Chinese company is rapidly changing assumptions about individual models’ power needs, but the AI sector’s emissions are still a concern.
NuScale stock has rocketed 1,175% over the past 12 months; Oklo Inc. (NYSE:OKLO), which is backed by OpenAI CEO Sam Altman, has surged 299%, Vistra Corp. (NYSE:VST) has soared 386% while Centrus Energy (NYSE:LEU) has jumped 73% over the timeframe.
The Emirates Nuclear Energy Company plans to invest chiefly in the US, where an AI boom is driving growth in power demand, and is also in talks for a UK project.