The AI Arms Race Is Cracking Open the Nuclear Fuel Cycle

By Michael Kern – Yahoo! finance

We are seeing a violent collision between two worlds: the high-speed, iterative world of artificial intelligence and the slow, grinding, capital-intensive world of nuclear physics.

Data from a survey of over 600 global investors reveals that 63% now view AI electricity demand as a “structural” shift in nuclear planning. This isn’t a temporary spike or a speculative bubble. It is the physical footprint of every Large Language Model (LLM) query finally showing up on the global balance sheet.