AI data centers create a sustained power demand shock; always-on nuclear generation gets a scarcity bid.
what we're talking about now are data centers, that are in the next several years going to use more power than the previous 50 years on Earth took.
Peak+5.8%
A $25B booked backlog on inference chips, with demand outrunning supply, points to a new-architecture chipmaker still ramping up
The demand is way outstripping our ability to build data centers and to fill them with hardware. All right? And so, you know, we have a $25 billion backlog.
Peak+8.0%