The ultimate destination of AI is power! Since the release of ChatGPT, the demand for electricity by AI has surged dramatically: Google purchased nuclear power from Kairos Power; Microsoft signed a 20-year nuclear power agreement with publicly traded company CEG; Oracle stated that its data centers require three small nuclear reactors to supply their power needs... In the U.S. stock market, power stocks are also highly sought after, with CEG soaring nearly sevenfold in three years and VST rising sixfold in two years...
