AI products have an inherent power cost. Their electricity requirements ramp up from text-to-text to text-to-image generation and then even more to text-to-video content.
Additionally, BWXT Medical division has a diversified pipeline servicing the nuclear medicine sector, primarily by supplying diagnostic radioisotopes. All of these sectors have high human and technological capital requirements. This scarcity makes BWX role similar to the nuclear sector what TSMC is for the semiconductor industry.
In November’s investor presentation, NexGen is heavily focused on developing the Rook I Project located in Saskatchewan, Canada. Its untapped uranium potential, graded at 29.2 Mlbs UFor the Western hemisphere, Rook has the potential to supply half of needed uranium supply. Rook’s Canadian location is an extra plus, as US investors don’t have to worry about regional stability.
Preparing for the AI datacenter future, Vistra acquired Energy Harbor for $3.43 billion in March, which expanded its nuclear reactor fleet to rank as the 2nd largest in the US. From an investing perspective, Vistra is a solid pick to capture dividend yield growth.
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