The AI Bottleneck No One is Talking About…

Published: Wed, 03/20/24

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Dear Reader,

NVDIA, AMD, and other chip makers may attract all the investor interest...

Microsoft, OpenAI, and Amazon may attract all the AI media attention...

But the truth is, without fixing one basic input, all AI companies and visions will go up in smoke.

That one input?

Energy.

By 2027, AI is predicted to consume 85.4 terawatt-hours annually 1 - more than most small countries.

Renewable energy is growing at an impressive speed - but not fast enough.

Dirty energy sources like coal are being phased out - not built up.
There's only one source of energy that can both satisfy this demand and scale up in time to make a difference.

Nuclear power.

Today, nuclear is one of the safest forms of energy around. In its entire history, nuclear is responsible for fewer deaths than oil and gas pollution cause every year.

Nuclear is one of the cheapest options too even with uranium prices rising as global demand quickly ticks up.

And investors are eyeing uranium exploration companies as one of the surest plays on the current nuclear renaissance.

Click here to see why this could be one of the greatest periods for the nuclear industry ever... and how one of the most exciting explorers in this sector is taking full advantage.

The Bull Report

1. https://www.scientificamerican.com/article/the-ai-boom-could-use-a-shocking-amount-of-electricity/
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