3 Energy reserves that feed the future of data processing centers News ad

This week, Google made several headlines associated with artificial intelligence (AI). And, despite the performance of the action, not everyone was negative.

Of course, the news of how the artificial intelligence bots preferences in the chat bots, such as the ChatGPT among iPhone users, captured the best story, and the Ministry of Justice continues to study antimonopoly measures against the company’s advertising technological business. However, Alphabet Inc. NASDAQ: Googl The subsidiary continues to spend a large extent on the AI ​​infrastructure and recently entered into an agreement with Elementl Power to develop three new nuclear websites to meet the growing energy of the data center.

Elementl Power is a private company specializing in the development and financing of advanced nuclear energy projects for customers seeking a solution for pure energy. The proposed projects will produce 600 megavatts of energy and will work under the supervision of Elementl Power.

Google is not the first company that adheres to nuclear energy as Microsoft Corp NASDAQ: MSFT and Amazon Inc. NASDAQ: Amzn Also concluded transactions with nuclear energy suppliers in recent months. But this is a signal of confirmation of a larger trend: MEGACAP technical companies are looking for clean (and scalable) energy solutions for their constantly expanding operations of the data processing center.

The energy sector, like this, can represent opportunities for investors, since public companies in the field of pure energy are associated with technical firms to feed the next generation of AI models – and that’s why.

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Have you ever blew up a fuse in your house, because you have too many devices at the same time? This is rather an insignificant headache than what technological companies working on AI do with, but the central concept is the same: there are too many electronic mouths for feeding. AI processing centers require a huge amount of electricityAnd to develop these energy pigs, alternative sources can be required to move forward.

Nuclear energy is important for firms that teach AI for various reasons. To begin with, this is a pure energy that is vital for companies such as Google and Microsoft, with unhindered goals and strong environmental standards, stability and control (ESG). Reliability is another factor, since nuclear objects have a constant basic load and do not depend on uncontrolled factors, such as wind or sunlight.

Since the pressure, in order to maintain effective data processing centers and an increase in ESG, pure sources, such as nuclear energy, will continue to turn to the technological sector. And although many of these new nuclear sites will not go to the Internet for several years, it is now the time has come for AI innovators to conclude transactions and lay the foundation for their future energy needs.

3 public players who participate in the action

Ready to invest in the future of nuclear energy? Here are three public energy companies that have already concluded nuclear energy transactions with large technological companies to consider the possibility of adding to your portfolio.

1. Energy Constellation: A nuclear giant supports Microsoft Ai Future

The energy of the constellation NASDAQ: CEG is the largest nuclear energy manufacturer in the United States, and the company recently strengthened this fact, talking 20-year partnership with MicrosoftField

In October, Constellation announced the plan to open a transformer on the island of three miles in Pennsylvania, part of the investment of $ 1.6 billion to revive the closed plant. The company plans to use the site to provide Microsoft 835 megavatts of nuclear energy processing centers.

There is a CEG 50% over the past three monthsIt is pulled by 10% compared to the same period last year (YOY) RECOMPLE.

The company recently announced the income from the best, and it has Consensus moderate purchase rating With the middle Price of price targeted targetField

2. Nuscale Power: Small reactors, great potential for data processing centers

Nuscale Power NYSE: SMR It is the first company in the United States to approve the regulatory authorities for small modular reactors (SMR), which require less infrastructure than traditional large -scale plants.

These compact, scalable reactors offer a wider range of options for companies seeking to scale their activities – and nuscale Partnership with standard authorities Selects these benefits.

According to the agreement, standard energy supply plans to deploy 2 gigavatts SMR Energy to the data processing centers in Pennsylvania and Ohio.

Nuscale has Moderate purchase rating Based on five analytical reports, but the latest of BTIG Research gave promotions The price is $ 20What does it mean Increase by 30%Field

3. Small: Startup is amazing mega -and -and -eating with switching.

Oklo Inc. (Nyse: oklo) may not be as big as a constellation, but Do this signed with switching In December last year, one constellation signed with Microsoft can overshadow.

Switch, one of the leading designers and operators of campauses of data processing centers, uses 100% pure energy in their projects and strives for stability in his operations.

Within the framework of her new partnership, the salary in 2044 agreed to provide 12 gigavatts of nuclear energy. This means growing confidence in SMR technology and its potential for servicing a high -ranking artificial intelligence sector.

Sharp stocks Moderate purchase rating With the middle Price of price targeted targetIndicating potential more than 70%Field

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