If you needed a “smoking gun” to prove the AI energy crisis is real… you just got it. On January 9th, Mark Zuckerberg’s Meta Platforms did something historic. To power their new “Prometheus” AI supercluster, Meta just signed massive agreements with three nuclear energy providers. In short… They are securing up to 6.6 gigawatts of carbon-free power… Enough electricity to power roughly 5 million homes. Why is a social media company buying enough nuclear power to run a small country? Because they are terrified of running out. Meta is now the fourth tech giant to panic-buy nuclear energy in the last few months: - Microsoft is restarting Three Mile Island to power its data centers…
- Amazon bought a 100% stake in a nuclear-powered data center campus…
- Google signed the world’s first corporate agreement to buy power from small modular reactors…
And now Meta has joined the race. The biggest, richest companies on Earth are all arriving at the same conclusion: There is no AI future without nuclear energy. But here’s what most investors are missing. While Wall Street is obsessing over which utility companies got the contracts… My colleague Luke Lango believes the U.S. Government is preparing to make its own massive move in this sector. You see, one of the companies involved in this nuclear renaissance solves a critical problem the White House is desperate to fix: National security. Luke believes this specific company is next in line for a direct government equity stake. He identified the pattern months ago… He tracked the political connections… And now that Meta has validated the technology with billions of dollars… The window to get in before the government announcement is closing fast. Regards, Jeff Remsburg Editor, InvestorPlace Digest |
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