Inside The Nuclear Energy Ecosystem: Where Goldman Clients Are Parking Their Money 

Goldman's latest note on hyperscale/cloud CapEx rollout highlights the massive tsunami of investments continuing to flood into "The Next AI Trade." And what will power all of these energy-intensive, liquid-cooled data centers? Well, Nuclear, of course. That theme, first presented to readers back in December 2020 (read here), continues to power higher. The broader AI Trade and "Powering Up America" themes are unstoppable this summer (pointed out by Mark Wilson of Partner Global Markets).