Electricity was again a hot topic in the world of investment, and nuclear energy and connected shares were the largest winners this week. But no executive commands or new subsidies helped sections, but artificial intelligence (AI) was the topic of the week.
According to the data submitted by S&P Global Market Intelligencestocks Nuscale power (Nyse: death) jumped as much as 34.5% this week before getting up to 27.3% more, Uranus energy (Nysemkt: UEC) jumped 19.9% at its peak and closed 13.1% more for a week, and Powell Industries (Nasdaq: Powl) It increased 14.2%and ended up in higher than 11.3%.
The topic that all this week, besides the inauguration, were also an announcement of artificial intelligence. Openii said he is led by a consortium that will invest $ 500 billion in artificial intelligence infrastructure in the US within the Stargate project, which will fund SoftbankWho,, Oracleand other only certain investors. The announcement accidentally coincided with the World Economic Forum in Davos, where leaders of the Technology World were also present to discuss ambitions, including AI, what was being talked about in the city.
Apart from a large number, it is not very clear what this venture will invest in except in the infrastructure that the opening should reach the general artificial intelligence (AGI). Even the financing of the project came into question.
When investors hear about the great consumption of a new artificial intelligence, one of the first things to think about is the need for more power. And nuclear energy has recently become synonymous with artificial intelligence, in good and evil.
What this announcement did not contain was that it was directly related to the construction of new nuclear energy solutions, so this could all be a guess about investments that will not happen in the end.
It is easy to speculate on the need for artificial intelligence for nuclear energy, but this is a very dynamic situation and the nuclear industry next year will not start setting projects left and right. Even the most optimistic deadlines predict that factories will start production in the 2030s, and in many cases they are not expected in a decade.
This makes shares such as Nuscale Power extremely risky, or even Uranium Energy may not experience a increase in the demand for Uranus as quickly as expected. A one -week move like this noise is in the large energy market plan and will eventually go disappear.
One company in this group that is less praised is Power Industries, which has a ratio of P/E of 24 and could raise the increase in the demand for electricity to new heights for years. This is a type of infrastructure game that could be paid or nuclear energy, natural gas or renewable energy producer of the choice.
