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The Atomic Comeback: Why Uranium and Nuclear Power Are Suddenly at the Center of the AI Era (opens original article in a new tab)

TL;DR

Nuclear power and uranium are regaining prominence as AI-driven electricity demand increases, prompting renewed investment and focus on secure energy supplies.

  • Uranium prices surged in early 2026, reaching over $100 per pound for the first time in two years.
  • AI data centers are driving increased demand for reliable, carbon-free baseload power, revitalizing nuclear power's role in the energy sector.
  • Western nations are prioritizing domestic uranium production and secure fuel supply chains due to geopolitical concerns.

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