Artificial intelligence (AI) is widely used for various tasks like decision-making, advice, and content creation, leading to a high demand for power, prompting Microsoft to pay a premium for nuclear energy from Three Mile Island. The slow narrative change around nuclear power is shifting towards small modular reactors (SMRs) due to their scalability, safety, and land efficiency, offering a potential solution to the global energy demand. Investors can consider options like uranium holding companies, uranium miners, or companies like Rolls-Royce and Fluor Corp, while also exploring opportunities in SMR developers like NuScale Power Corporation and BWX Technologies.
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