The AI Arms Race Is Cracking Open the Nuclear Fuel Cycle ...Middle East

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The AI Arms Race Is Cracking Open the Nuclear Fuel Cycle
source : OILPRICE ( Middle East ) () 27
We are seeing a violent collision between two worlds: the high-speed, iterative world of artificial intelligence and the slow, grinding, capital-intensive world of nuclear physics.  Data from a survey of over 600 global investors reveals that 63% now view AI electricity demand as a "structural" shift in nuclear planning. This isn't a temporary spike or a speculative bubble. It is the physical footprint of every Large Language Model (LLM) query finally showing up on the global balance sheet. For years, the energy narrative was dominated by…

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