Nuclear power is back in vogue
Five Killer Charts
Good morning – here are your five chart for the day. Each one comes snap stat, quick take and why it matters. Skim, steal, forward (but always credit!!).
CHART 1 • Nuclear investment surges as AI drives power hunger
Tech giants are fuelling the biggest nuclear renaissance since the 1970s, with global investment nearly doubling to $80 billion in 2024. Microsoft's Three Mile Island restart and Google's small reactor deals signal a fundamental shift as data centres demand 24/7 carbon-free power.
Snap stat – Global nuclear investment hit $80 billion in 2024, up from $40 billion in 2020.
Quick take – AI's voracious appetite drives tech giants to embrace atomic energy.
Why it matters – Nuclear offers the only scalable baseload power for carbon-neutral AI.
Steal-this-caption – "The AI revolution has awakened nuclear's sleeping giant." #FiveChartsDaily
Source: Goldman Sachs
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