I think that energy remains one of the bottlenecks as AI data centers go live. Of course, AI spending could retreat a bit, but those data centers are likely to stay online and operating at full capacity (or close to it), and they’re going to need a power source. All considered, I view the energy side of the AI trade to be a rather intriguing place to look for growth.
Though, the risks could vary depending on the name you’re looking at and the price of admission we’re talking about. In this piece, we’ll check out two nuclear energy plays that are coming in. Whether or not they’re buys yet remains the big question.
This post originally appeared at 24/7 Wall St.