Big tech is pouring even more cash into AI, with Alphabet, Amazon, and Meta all boosting their spending forecasts—fueling a boom for Nvidia and hidden champions like cooling firms and natural gas turbine makers. But the real long-term play? Nuclear power. As AI’s hunger for electricity grows, companies like Cameco are quietly positioned to benefit from the rising demand for uranium to fuel nuclear plants—and tech giants are already eyeing direct partnerships to power data centers with clean, reliable energy. The energy infrastructure race is just beginning, and essential suppliers are set to thrive.
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