Trump's $92B AI Infrastructure Bet Creates Energy Investment Wave
Government backing validates what smart money already knows...
Hello there,
The Trump administration just announced over $92 billion in AI and energy infrastructure commitments, creating what may be the largest energy buildout since the industrial revolution.
Microsoft, despite years of renewable energy commitments, now admits they need natural gas for AI data centers because nuclear power won't scale before 2035.
Even Silicon Valley giants are embracing nuclear reality, with Nvidia backing a $650 million funding round for Bill Gates' TerraPower nuclear startup. Access full story here.
-Christopher
P.S. Nuclear stocks have significantly outperformed broader markets as institutional investors recognize the AI energy bottleneck. You really need to read this before it's too late.