The return of Donald Trump and the announcement of the ambitious "Stargate" project are bringing a breath of fresh air to the US AI and energy sector. With an investment of up to 500 billion dollars, OpenAI, Softbank and Oracle are planning to build the next generation of high-performance data centers. The aim is to create the infrastructure for future AI technologies - a project that could not only revolutionize the AI world, but also provide new impetus for the energy sector.

The winners of the AI revolution

Companies like $NVDA (-3.74%) NVIDIA, $MSFT (-1.34%) Microsoft and $ORCL (-1.99%) Oracle are among the obvious beneficiaries of the new AI boom. Their hardware and software solutions are essential to provide the required computing power. However, the increasing demand for energy for these data centers has brought another issue into the spotlight: nuclear power.

Nuclear power as the basis for the future of AI

The immense power requirements of modern data centers demand stable energy sources. As a result, nuclear power is making a comeback in the USA - it is seen as a reliable solution to ensure the operation of energy-intensive AI and quantum computing applications. Companies like Constellation Energy, Vistra and Centrus Energy are in focus, as they are ideally positioned to benefit from this development.

• $CEG (-0.68%)
  Constellation Energy, core player in the nuclear energy sector.
• $VST (-1.46%)
  Vistrawith one of the largest nuclear power fleets in the USA.
• $LEU (-3.07%)
  Centrus Energya leading supplier of nuclear fuel, sees strong growth due to increasing demand.

Conclusion

Finally a breath of fresh air for NVIDIA and Co. Vistra would be my personal favorite to meet the increasing demand for energy. Nancy Pelosi has a similar view ;) Good luck to you all!