AI’s Energy Crisis
Why Nuclear Is the Next Big Trade
The energy demands of AI will soon overwhelm our current grid. Training and running large models already consumes as much power as entire countries, and it’s only accelerating.
Renewables alone can’t fill this gap. They’re variable, and long-duration storage isn’t ready at the scale AI needs.
That’s why nuclear is the only scalable, always-on, carbon-free power source capable of meeting this demand.
As Secretary Chris Wright said this week, “Under the Trump administration, you’re going to truly see the launch of the nuclear renaissance.”
As I’ve been saying, the real wealth won’t just be in the applications of AI, it will come from the picks and shovels that make it possible. And nuclear energy is one of the most critical pieces.
I’ll be publishing a piece soon on 5 companies working to solve this problem, each with the potential to multiply in value as this energy shift unfolds.