Uranium Rush: Big Tech's AI Boom Fuels Domestic Nuclear Push

Big Tech firms are driving a US uranium gold rush as they seek massive amounts of carbon-free energy for their AI data centers. The US government recognizes the need for secure, domestic baseload power, supporting investment in companies like Eagle Energy Metals, Uranium Energy Corp, NexGen Energy, Denison Mines, and Energy Fuels Inc. The global Small Modular Reactor sector is projected to hit $10.3 billion by 2032, with the Department of Energy awarding $800 million to advance US reactor deployment.