Close Menu
fintechbits
  • News
  • AI
  • Acquisitions
  • Trends
  • Insights
  • Rumors
  • Startups
  • finjobsly

Subscribe to Updates

Get the latest news from Fintechbits.

Trending Now

Over 5,600 Startups and Growing: Water Drives the GCC Startup Revolution

July 18, 2025

Kara Unveils AI Lending Assistant at Simply Asset Finance

July 18, 2025

Exploring the Enigmatic Surge of 7.5% in Semiconductors: An In-Depth Technical Analysis

July 18, 2025

Fintech investors prefer Delaware over Texas for bankruptcy proceedings.

July 18, 2025
Facebook X (Twitter) Instagram
Trending
  • Over 5,600 Startups and Growing: Water Drives the GCC Startup Revolution
  • Kara Unveils AI Lending Assistant at Simply Asset Finance
  • Exploring the Enigmatic Surge of 7.5% in Semiconductors: An In-Depth Technical Analysis
  • Fintech investors prefer Delaware over Texas for bankruptcy proceedings.
  • Improving Accuracy and Efficiency with Claude Financial Services AI
  • AI-Powered Financial Services That Integrate Your Complete Financial Landscape for Enhanced Diligence, Modeling, and Analysis
  • A clear strategy is essential for ongoing accountability in financial services driven by AI.
  • The Upcoming Zerodha? Fintech Startups Riding the Brokerage Surge
Facebook X (Twitter) Instagram Pinterest Vimeo
fintechbits
  • News

    Fintech and Global Expansion as Russia’s National Center Hosts a Major Session at SPIEF 2025 in Salt Lake City News, Weather, and Sports Updates

    July 15, 2025

    Alona Shevtsova emphasizes the importance of connection at the recent London Fintech Club event – London Business News

    July 15, 2025

    Unicorn Bank Zero represents the final achievement of his fintech journey.

    July 9, 2025

    Fintech Company Pine Labs Submits Documents to SEBI for IPO Fundraising

    July 4, 2025

    British Fintech Zilch Seeking International Tender Opportunities

    July 4, 2025
  • AI

    Kara Unveils AI Lending Assistant at Simply Asset Finance

    July 18, 2025

    Improving Accuracy and Efficiency with Claude Financial Services AI

    July 18, 2025

    AI-Powered Financial Services That Integrate Your Complete Financial Landscape for Enhanced Diligence, Modeling, and Analysis

    July 18, 2025

    A clear strategy is essential for ongoing accountability in financial services driven by AI.

    July 18, 2025

    Guidance for Exploring Continental Perspectives

    July 18, 2025
  • Acquisitions

    African fintech leaders are shaping the industry through worldwide acquisitions.

    June 30, 2025

    Acrisure obtains significant funding to enhance its fintech strategy.

    June 14, 2025

    $200 million IPO SPAC aims for acquisitions in fintech and AI sectors.

    June 1, 2025

    Wealthsimple hires multiple teams to enhance family financial management.

    May 31, 2025

    The HPS of Morocco plans to acquire a Fintech company by 2027, referred to as CEO – TradingView News.

    May 3, 2025
  • Trends

    Market size, share, trends, and business profiles in the Fintech industry

    July 10, 2025

    Overview of the FINCH 2025 Market and Participant Profiles

    July 5, 2025

    Key Trends and Focus Areas in Fintech Payments for 2025

    June 22, 2025

    Overview of the Singapore Fintech Market: Market Size, Trends, and Growth Potential

    June 18, 2025

    Southeast Asia’s Fintech Market: Size, Trends, and Growth Potential

    June 13, 2025
  • Insights

    ICAPITAL Fintech Achieves a Valuation Exceeding $7.5 Billion in Recent Fundraising Amid Surge in Private Markets

    July 10, 2025

    Alphalésaka Technologies: The Potential Transformative Impact of Recent Fintech Acquisition

    July 9, 2025

    Surge Continuation Funds in Europe Prepared for the 2025 Records – Fintech Schweiz Digital Finance News

    July 7, 2025

    Schaeffer Investment Research Scholarships Break Through Significant Resistance Levels

    June 27, 2025

    Finance Magnates Reports: XBO Designated as Top Cryptocurrency Payment Gateway. XBO’s core principles of trust and simplicity align with cutting-edge solutions, providing customers access to an award-winning crypto payment option. 16 hours ago

    June 26, 2025
  • Rumors

    Exploring the Enigmatic Surge of 7.5% in Semiconductors: An In-Depth Technical Analysis

    July 18, 2025

    The dollar is affected by speculation about Powell in the markets.

    July 17, 2025

    Tesla has announced that the new six-seat YL model will launch in China later this year.

    July 17, 2025

    Markets experienced a chaotic day amid speculation that Trump might fire Jerome Powell.

    July 17, 2025

    Rumors suggest that Stripe is entering the L1 blockchain sector amid advancements in AI and stablecoin development.

    July 16, 2025
  • Startups

    Over 5,600 Startups and Growing: Water Drives the GCC Startup Revolution

    July 18, 2025

    Fintech investors prefer Delaware over Texas for bankruptcy proceedings.

    July 18, 2025

    The Upcoming Zerodha? Fintech Startups Riding the Brokerage Surge

    July 18, 2025

    Paris-based fintech platform Spiko secures 18.9 million euros to make treasury yields more accessible to everyone.

    July 17, 2025

    Updates on News, Economics, and Finance: Sensex, Nifty, Global Markets, NSE, BSE, and Live IPO Information

    July 17, 2025
  • finjobsly
fintechbits
Home » The next big AI market could be nuclear power (Morning Brief)
AI in Finance

The next big AI market could be nuclear power (Morning Brief)

4 Mins Read
Facebook Twitter Pinterest Telegram LinkedIn Tumblr Email Reddit
Fdc7fcd0 8cc6 11ef 9c9f A243b478e05e.jpeg
Share
Facebook Twitter LinkedIn Pinterest Email Copy Link

Here’s what to take away from today’s Morning Brief, which you can register to receive every morning in your mailbox accompanied by:

Nuclear power is poised for a renaissance in the United States, driven by big tech’s seemingly insatiable need for electricity to power AI-generating data centers.

Three recent headlines have highlighted this point: Microsoft (MSFT) signed an agreement with Constellation Energy (CEG) to restart a reactor at Three Mile Island. Google (GOOG, GOOGLE) in partnership with Kairos to buy electricity from small modular nuclear reactors, called SMRs. And Amazon (AMZN) leads $500 million funding round for another SMR company, X-Energy.

The nuclear power industry has largely stagnated in the United States. While the country has 94 nuclear reactors, according to the Energy Information Administrationtheir collective generating capacity has remained around 20% of total electricity since the late 1980s. When the Vogtle plant in Georgia opened its third and fourth reactors earlier this year, they were the first new units for seven years. One of the main reasons for this slowness is the strict safety and design standards imposed by regulators.

If Big Tech investments are any indication, that could be about to change. Chips and energy are the drivers of the AI ​​movement, which makes reexamining nuclear power a logical conclusion. But if investors want to move on with their money, there are a few key points to remember.

The first is that these projects — even the Three Mile Island reactor, which doesn’t use new technology — are years away. Three Mile Island is expected to come online by 2028.

MIDDLETOWN, PENNSYLVANIA - OCTOBER 10: In this aerial view, the closed Three Mile Island Nuclear Power Plant sits in the middle of the Susquehanna River on October 10, 2024, near Middletown, Pennsylvania. Plant owner Constellation Energy plans to spend $1.6 billion to refurbish the reactor it closed five years ago and restart it by 2028 after Microsoft recently agreed to buy as much electricity as the plant can produce over the next 20 years to fuel its growth. fleet of data centers. The shuttered plant is the site of the worst nuclear reactor accident in U.S. history, when one of the plant's two reactors melted in 1979. (Photo by Chip Somodevilla/Getty Images)MIDDLETOWN, PENNSYLVANIA - OCTOBER 10: In this aerial view, the closed Three Mile Island Nuclear Power Plant sits in the middle of the Susquehanna River on October 10, 2024, near Middletown, Pennsylvania. Plant owner Constellation Energy plans to spend $1.6 billion to refurbish the reactor it closed five years ago and restart it by 2028 after Microsoft recently agreed to buy as much electricity as the plant can produce over the next 20 years to fuel its growth. fleet of data centers. The shuttered plant is the site of the worst nuclear reactor accident in U.S. history, when one of the plant's two reactors melted in 1979. (Photo by Chip Somodevilla/Getty Images)

The closed Three Mile Island Nuclear Power Plant sits in the middle of the Susquehanna River on October 10, 2024, near Middletown, Pennsylvania. (Chip Somodevilla/Getty Images) (Chip Somodevilla via Getty Images)

Then there’s the latest technology. The goal of small modular reactors is to create mini versions of larger nuclear fission generators at lower cost and with more flexibility, Kairos CEO Mike Laufer told Yahoo Finance.

But SMRs are not yet used in the United States. All companies benefiting from investments are at the experimental stage. The private company Kairos, for example, received government approval to build a demonstration unit. He will first run it with non-nuclear power to showcase his cooling technology, which Laufer says has safety benefits. This demo is planned for 2030.

The second hurdle for investors is that there aren’t many ways to get into the stock market, especially pure play stocks. Many of these stocks have soared this year. NuScale Power (RMS) soared more than 450%. Oklo (OKLO), backed by OpenAI’s Sam Altman, went public via a SPAC in May and shares have gained more than 80% since.

The overall demand for electricity expected from data centers has also driven utility company stocks to almost unprecedented levels, and it’s not exclusive to nuclear. Their prices are regulated, so the bet depends on the expected expansion of the volume of demand. (THE ETF that tracks S&P 500 utility companies has risen nearly 30% this year, which, if sustained, will be a record gain.)

Uranium producers have been another outlet for thirsty cash seeking nuclear-related investments. Based in Vancouver Uranium energy (CUE) and Cameco (CCJ), for example, have been on a tear for years and are near record levels.

All of this assumes that SMRs are approved and functioning. Clearly, more and more money is being invested in this direction, with big tech motivated to produce electricity from clean energy.

“Right now, these things haven’t been proven,” George Gianarikas, an analyst at Canaccord Genuity who covers renewable energy, said in a phone interview. “We don’t have many examples of small modular reactors operating in the world. It’s a promise.

Julie Hyman is the co-host of Market dominance on Yahoo Finance. You can find her on social media @juleshyman.

Click here for the latest technology news that will impact the stock market

Read the latest financial and business news from Yahoo Finance

brief morning imagebrief morning image

brief morning image

Share. Facebook Twitter Pinterest LinkedIn Tumblr Email

Related Posts

Kara Unveils AI Lending Assistant at Simply Asset Finance

July 18, 2025

Improving Accuracy and Efficiency with Claude Financial Services AI

July 18, 2025

AI-Powered Financial Services That Integrate Your Complete Financial Landscape for Enhanced Diligence, Modeling, and Analysis

July 18, 2025
Leave A Reply Cancel Reply

Latest news

Over 5,600 Startups and Growing: Water Drives the GCC Startup Revolution

July 18, 2025

Kara Unveils AI Lending Assistant at Simply Asset Finance

July 18, 2025

Exploring the Enigmatic Surge of 7.5% in Semiconductors: An In-Depth Technical Analysis

July 18, 2025
News
  • AI in Finance (1,380)
  • Breaking News (157)
  • Corporate Acquisitions (65)
  • Industry Trends (178)
  • Jobs Market News (292)
  • Market Insights (191)
  • Market Rumors (251)
  • Regulatory Updates (151)
  • Startup News (924)
  • Technology Innovations (155)
  • X Feed (1)
About US
About US

FintechBits is a blog delivering the latest news and insights in fintech, finance, and technology. We cover breaking news, market trends, innovations, and expert opinions to keep you informed about the future of finance

Facebook X (Twitter) Instagram Pinterest Reddit TikTok
News
  • AI in Finance (1,380)
  • Breaking News (157)
  • Corporate Acquisitions (65)
  • Industry Trends (178)
  • Jobs Market News (292)
  • Market Insights (191)
  • Market Rumors (251)
  • Regulatory Updates (151)
  • Startup News (924)
  • Technology Innovations (155)
  • X Feed (1)
Happening Now

November 28, 2024

“ Intentionally collaborative ”: how the Rotman school of U of T leads Innovation Fintech

February 6, 2025

‘1957 Ventures’ to Drive FinTech Innovation in Saudi Arabia

September 10, 2024
  • About FintechBits
  • Advertise With us
  • Contact us
  • Disclaimer
  • Privacy Policy
  • Terms and services
  • BUY OUR EBOOK GUIDE
© 2025 Designed by Fintechbits

Type above and press Enter to search. Press Esc to cancel.