Nuclear reserves receiving NVIDIA management News ad

Nvidia NASDAQ: NVDA He did not mention nuclear form specifically in his report for 4 Q 4. NYSE: SMRSubalop. NYSE: OKLOAnd Kamko NYSE: CCJField

Significant details relate to the hot demand for graphic processors, the escalation of energy consumption with each new generation, as well as a forecast for computational needs 100 times for the next generation models. They indicate an ongoing, stable and accelerating need for power from data processing centers that place graphic processors, which are built at an unprecedented speed. Nuclear is a nuclear choice, stable and low carbon content.

Meanwhile, Amazon NASDAQ: AmznMeta platforms NASDAQ: metAnd the alphabet NASDAQ: Goog They signed a promise connecting more than 20 governments supporting the expansion of nuclear energy. They want, at least, to triple the global power of nuclear energy by 2050, that bold ambitions, given the time for new projects to appear on the Internet, and the current boring pipeline.

The latest calculations have 60 atomic projects under construction in the world, mainly in Asia, which is 13% more than 440 in operation. The key is not a binding, but support from Amazon, Meta and Google is important, since they represent more than 50% of the global throughput of the data center and are central to create the AI ​​infrastructure at present.

Small modular reactors are an important construction unit for nuclear power

Small modular reactors are exactly what they sound: smaller nuclear reactors that can be connected together, scaling from a specific power with greater activity that supports the grid. Nuscale Power Corporation is a leader in this regard, the production of the only traditional, water cooling of SMR, approved for use in the United States

His plans include the first reactors that appeared on the Internet over the next 3-5 years, and he has 12 modules in production. In the latest income report, the growing interest from hyper scommers, governments and industries was emphasized.

The only bad news is that it will pass for several years before the company brings significant income or profit. Analysts predict the revenue from growth in 2026, but do not exceed the mark of $ 1 billion until 2030 or later, and profitability will be equally elusive. Profit is not predicted until 2030, which can be an optimistic assessment.

Analysts evaluate the action as a moderate purchase, and in the data there is a bull bias, and most ratings on the purchase or better and consensus grow. Nevertheless, the last revision is a significant reduction in the price, and consensus is much lower than the current price action, representing the counter wind for the market.

Fast reactors of the salary in Scorce provide advantages for power generators

October is one SMR manufacturer, except that it is focused on fast reactors with metal liquid. Quick reactors can work at lower temperatures and re -use spent fuel from other reactors, which is significant, given the state of nuclear fuel.

Uranus is obsessed with Earth, but first of all, it is found in isolated regions outside the United States, however, it was estimated that existing reserves of the developed fuel in the United States can have reactors of the Salt for many decades.

Another critical factor is the use of Haleu OFLO or with a high analysis of a low content of enriched uranium, higher purity than the standard nuclear fuel required to disclose the full potential of atomic energy production. The reactors of the Oklao were also approved, and the initial project has been on the way to the start of work over the next few years.

Cameco feeds the nuclear reactors of the world

Campo is a leading supplier of components of uranium fuel and reactor around the world. First of all, he serves a traditional industry with water cooling, as well as advanced reactors and, as they go on the Internet, smers.

Its increase in revenue is unstable from the deadlines of the quarterly supplies, but it tracks above over time. More importantly, the company makes profit today and pays dividends. The main points for investors that you can know are recent investments in Westinghouse.

Westinghouse is a leading supplier of nuclear reactors and equipment around the world. Cameco owns 49% of the company in partnership with Brookfield Renewable Partners, providing a path for growth.

Before considering Nuscale Power, you will want to hear it.

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