The growing demand for 24/7 baseload power driven by artificial intelligence is expected to surpass the supply capabilities of intermittent renewable energy sources, resulting in a significant reliance on nuclear power. Concurrently, a looming uranium supply deficit, exacerbated by decades of underinvestment, has led major tech companies to secure long-term nuclear energy contracts, prioritizing their energy needs over public grid services while the geopolitical and technical challenges in uranium mining persist.
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