Nuclear Energy is Preferred to Power AI: 4 Tech Giants to Gain in 2025

Zacks12-21 00:32

Artificial intelligence (AI) is revolutionizing industries and driving technological advancements at an unprecedented pace. However, its explosive growth comes with a huge requirement for energy. Data...

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However, its explosive growth comes with a huge requirement for energy. Data...</p>\n\n<a href=\"https://finance.yahoo.com/news/nuclear-energy-preferred-power-ai-163200020.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MSFT","symbol_name":"微软","start_time":0,"source_url":"https://finance.yahoo.com/news/nuclear-energy-preferred-power-ai-163200020.html","article_id":"2493427116","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/VPtGdIq46lP8Td98dFgf1g--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/2162cd9996b4a7c90562ca9687fe6213"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2493427116","pubTimestamp":1734712320,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Artificial intelligence  is revolutionizing industries and driving technological advancements at an unprecedented pace. However, its explosive growth comes with a huge requirement for energy. Data centers, which are the backbone of AI innovation, consume massive amounts of electricity to process complex computations and also to keep the high-performance systems cool.The surging demand for these energy-intensive data centers is pushing traditional power solutions to their limits. A recent Gartner report has highlighted that power shortages will operationally constrain 40% of existing AI and GenAI data centers by 2027, threatening their growth and disrupting energy availability.Amid this energy crisis, nuclear energy has turned out to be a game-changer in the quest for a sustainable and reliable source of power. Unlike other conventional sources, nuclear energy provides round-the-clock electricity with minimal carbon emissions, making it ideal for AI’s growing demands.We have picked four","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MSFT":"微软","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4587":"ChatGPT概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","AMZN":"亚马逊","USJW.SI":"ALPHAB 3xLongSG261006","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0072462426.USD":"贝莱德全球配置 A2","META":"Meta Platforms, Inc.","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0238689110.USD":"贝莱德环球动力股票基金","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","GOOG":"谷歌","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","GOOGL":"谷歌A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","PW":"Power REIT","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","USAW.SI":"AMZN 3xLongSG261006","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC"},"translate_title":"核能是人工智能的首选动力：2025年4家科技巨头将受益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":1,"AMZN":1,"PW":1,"MSFT":1,"GOOG":0.9,"META":0.9,"USAW.SI":0.6,"USJW.SI":0.6},"content_text":"Artificial intelligence (AI) is revolutionizing industries and driving technological advancements at an unprecedented pace. However, its explosive growth comes with a huge requirement for energy. Data centers, which are the backbone of AI innovation, consume massive amounts of electricity to process complex computations and also to keep the high-performance systems cool.\nThe surging demand for these energy-intensive data centers is pushing traditional power solutions to their limits. A recent Gartner report has highlighted that power shortages will operationally constrain 40% of existing AI and GenAI data centers by 2027, threatening their growth and disrupting energy availability.\nAmid this energy crisis, nuclear energy has turned out to be a game-changer in the quest for a sustainable and reliable source of power. Unlike other conventional sources, nuclear energy provides round-the-clock electricity with minimal carbon emissions, making it ideal for AI’s growing demands.\nSo, why are tech giants turning to nuclear power now? The answer lies in the fact that advanced nuclear solutions offer faster deployment, lower costs, and a greener future. By tapping into nuclear power, companies are not only fueling the evolution of AI but also paving the way for a cleaner energy grid.\nLet us dive into this alliance between AI and nuclear power and explore the tech leaders that are poised to gain from this paradigm shift in 2025.\nOur Picks\nWe have picked four stocks — Amazon AMZN, Alphabet GOOGL, Microsoft MSFT and Meta Platforms META — that are at the forefront of this transition to nuclear energy in 2025.\nAmazon - This Zacks Rank #2 (Buy) stock uses machine learning, natural language processing and data analytics to enhance its services across e-commerce, cloud computing and logistics. Through its AWS (Amazon Web Services) division, it offers advanced AI solutions to businesses and individuals globally. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nAmazon has been proactive in addressing the increasing energy demands of its AI infrastructure. In 2025, Amazon is set to support nuclear energy development by entering into agreements for Small Modular Reactors (SMRs), which promise faster build times and can be deployed closer to the grid.\nIn its collaboration with Energy Northwest in Washington, Amazon will aid in developing four advanced SMRs to generate up to 960 MW of clean energy, sufficient to power over 770,000 homes. Amazon is also investing in X-energy, a leader in next-generation SMR reactors, whose technology will be used in this project.\nFurthermore, Amazon has partnered with Dominion Energy in Virginia and Talen Energy in Pennsylvania to power its data centers with nuclear energy, promoting its commitment to a reliable energy future.\nThe Zacks Consensus Estimate for the company’s 2024 earnings has moved north by 2 cents to $5.19 per share over the past 30 days. AMZN shares have gained 46.9% year to date.\n\nAmazon.com, Inc. Price and Consensus\n  \nAmazon.com, Inc. price-consensus-chart | Amazon.com, Inc. Quote\n\nAlphabet - This Zacks Rank #3 (Hold) stock and the parent company of Google is a global leader in AI innovation, developing cutting-edge technologies that span from AI-driven search engines to advanced machine-learning models. As the demand for AI grows, Alphabet is now focusing on ensuring that its data centers have access to reliable energy sources.\nGOOGL has recently announced a deal with nuclear startup Kairos Power to purchase 500 megawatts of electricity from seven SMRs by 2025. The move marks a major step in Alphabet’s strategy to integrate nuclear energy — a clean and scalable solution — to power its AI infrastructure.\nThe Zacks Consensus Estimate for the company’s 2024 earnings has been steady at $8.02 per share over the past 30 days. GOOGL shares have risen 35% year to date.\n\nAlphabet Inc. Price and Consensus\n  \nAlphabet Inc. price-consensus-chart | Alphabet Inc. Quote\n\nMicrosoft - This Zacks Rank #3 stock has been at the frontline of AI development, pioneering advancements in conversational speech recognition, machine translation and natural language understanding. Their AI models, like Turing and Azure, have set new standards in the industry.\nTo support the rising energy demands of AI, MSFT is also embracing nuclear energy solutions. In late 2024, Microsoft entered into a 20-year agreement with Constellation Energy to revive the Three Mile Island nuclear plant in Pennsylvania. The $1.6 billion investment aims to restart the reactor, which has been dormant since 2019, to provide carbon-free electricity for Microsoft’s expanding data centers.\nThe Zacks Consensus Estimate for the company’s fiscal 2025 earnings has been steady at $12.93 per share over the past 30 days. MSFT shares have risen 16.3% year to date.\n\nMicrosoft Corporation Price and Consensus\n  \nMicrosoft Corporation price-consensus-chart | Microsoft Corporation Quote\n\nMeta Platforms - This Zacks Rank #3 stock, the parent company of Facebook, Instagram and WhatsApp, uses AI-driven technologies to improve its platforms, upgrade user experience and build new services. With its data centers powering these services, META is adopting nuclear energy to meet its growing energy needs and further its AI goals.\nMeta Platforms has recently announced its plan to release a Request for Proposals (RFP) to identify nuclear energy developers that are capable of adding 1-4 gigawatts of new nuclear generation capacity in the United States, starting in the early 2030s. By partnering with developers to build nuclear power plants, META aims to have a diversified electric grid to support its data centers and continue its AI-driven innovations while also contributing to a sustainable energy future.\nThe Zacks Consensus Estimate for the company’s 2024 earnings has moved north by 0.4% to $22.68 per share over the past 30 days. META shares have gained 68.2% year to date.\n\nMeta Platforms, Inc. Price and Consensus\n  \nMeta Platforms, Inc. price-consensus-chart | Meta Platforms, Inc. Quote\n\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nAmazon.com, Inc. (AMZN) : Free Stock Analysis Report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nAlphabet Inc. (GOOGL) : Free Stock Analysis Report\nMeta Platforms, Inc. (META) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493427116"}