The AI Arms Race Is Cracking Open the Nuclear Fuel Cycle | OilPrice.com
The rapid, structural increase in AI electricity demand is creating a violent collision with the slow, supply-constrained nuclear industry, pushing uranium toward a desperate incentive price and socializing infrastructure risk across the public grid.
https://oilprice.com/Alternative-Energy/Nuclear-Power/The-AI-Arms-Race-Is-Cracking-Open-the-Nuclear-Fuel-Cycle.html
04:49 PM - Dec 29, 2025
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