"The guest argued that tech hyperscalers will fund the construction of small modular reactors (SMRs) and secure direct uranium fuel offtakes to power their data centers."

"The guest argued that big tech's massive power demands for AI are driving utility agreements and reactor restarts, which will ultimately force long-term uranium contracting down to the extraction level."

"The guest argued that regulated utilities with long-term contracts offer highly visible double-digit total returns, making them more attractive than high-multiple merchant energy producers."