Google's Nuclear Power Play

Barchart · 10/16 12:06
First it was Amazon, then Microsoft, now Google telegraphs why the "next AI trade" will generate obnoxious amounts of alpha in the coming years by sending the same message: i) it's all about how all those data centers will be powered, and ii) in the future a growing number of data centers will be powered by small modular nuclear reactors. On Monday, Google - picking up on what we discussed last week in "Google Turns To Nuclear To Power Its Data Centers" - announced plans to buy power from Kairos Power’s small modular reactors (SMRs) as part…