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"Meta just committed to buying 6.6 gigawatts of nuclear power. That’s enough electricity to run Philadelphia, and all to feed those hungry hungry data centres. One of the suppliers is a company chaired until recently by Sam Altman, who apparently runs OpenAI in his spare time.
Facebook buying nuclear reactors from the ChatGPT guy wasn’t on our January bingo card, but here we are. Today, we're finding out if nuclear power is the trade of 2026, or just the latest hype cycle with a half-life."
~ Coin Bureau
The video discusses Meta's commitment to purchasing 6.6 gigawatts of nuclear power to meet the massive electricity demands of its AI data centres, reflecting a broader trend where tech giants are turning to nuclear energy for reliable, carbon-neutral, around-the-clock power. It explains how the Trump administration is facilitating this shift through aggressive deregulation, including mandates for faster reactor licensing and the designation of AI facilities as critical defence infrastructure. The content explores various investment opportunities, ranging from speculative small-cap companies with ties to political and tech leaders like Sam Altman and Rick Perry to more established private fusion startups like Commonwealth Fusion Systems and Helion Energy. While the demand for nuclear power is surging due to the limitations of renewable energy for constant data centre loads, the video warns of significant risks, including unproven technologies, potential regulatory hurdles in the courts, and a heavy dependence on global uranium supply chains currently dominated by Russia and Kazakhstan.
00:00 Intro
01:05 Background
04:18 Fission vs. Fusion
07:05 RIP Nuclear Regulation
10:18 The Small Cap Casino
16:57 Fusion Heavyweights
19:43 What Could Go Wrong
Source - Coin Bureau Finance YouTube: https://www.youtube.com/watch?v=Sr152b-5zNo
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
