A conditional federal financing commitment puts existing reactors at the center of America’s AI infrastructure race, with implications for NVIDIA, nuclear utilities, uranium producers and critical-minerals suppliers.
America’s artificial intelligence ambitions have encountered an old-fashioned requirement: electricity that arrives when requested. On…
A federal reliability order across 13 states highlights the investment case for electrical equipment, grid construction and data-center power systems.
America’s artificial intelligence ambitions have encountered an old-fashioned requirement: the electricity has to show up. A U.S. Department of Energy emergency order…
Robert Friedland, the billionaire mining entrepreneur and founder of Ivanhoe Mines (IVN.TO, IVPAF), has framed the copper challenge in language built for a boardroom, and perhaps a geological time scale. His warning: to sustain roughly 3% global economic growth, humanity may need…
