Das neue Nuklearzeitalter: Warum die Welt die Atommacht überarbeitet – die kommerziellen Möglichkeiten sind weitreichend: Da die Investitionen des öffentlichen und privaten Sektors in Nukleartechnologieunternehmen fließen, werden auch Investitionen in der breiteren Nuklearversorgungskette erforderlich sein.

From the summary

Throughout history, the commercialization of new forms of energy has given rise to fossil fuel conglomerates and renewable energy enterprises, powered energy-intensive technologies, and created new global investment opportunities. As countries now race to secure the massive amounts of energy needed for leadership in artificial intelligence, nuclear energy is newly positioned to meet the moment.

When nuclear power initially rose to prominence during the Cold War, it became a defining feature of the era, symbolizing both existential threat and scientific triumph. In the decades after the Second World War, countries raced to develop civilian nuclear programs, lured by the promise of energy too cheap to meter. But after accidents like Three Mile Island, Chernobyl, and Fukushima, the momentum behind nuclear energy stalled. Public opposition surged, regulatory burdens grew, and innovation slowed. Today, nuclear energy makes up just 9% of the global electricity mix, down from approximately 18% in the late 1990s.

After decades of underinvestment, a convergence of generational technological breakthroughs, intensifying geopolitical competition, and the need for clean, dense, reliable power are positioning nuclear energy for a renaissance.

But the next nuclear age will look different from the last. While nuclear energy is typically associated with nuclear fission on account of its commercialization decades ago, there are actually two distinct forms of nuclear energy that exist, fission and fusion. Innovations in fission like small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like. Separately, the advent of fusion energy represents a technological breakthrough that could revolutionize how energy is generated, with the potential to disrupt global energy markets. Taken together, these innovations in fission and fusion could change not just how nuclear power is produced, but how nations compete, cooperate, and secure their energy futures.

Goldmansachs: Please please please use something that has a vital commodity we can price-manipulate and that requires trillions in loans we can charge interest on. We just realised that spending $1 for the equivalent of a barrel of oil in solar panels will eliminate 99% of our revenue.

All of you think you are so smart. But there are extremely valuable materials that can only be made in fission reactors. And We have a severe shortage of those materials.

Plants are very expensive to build right now, but once companies get the first plants through the approval process, they can cut and paste those same specs to future plants.

Also What do you people think is going to happen when AI makes its first major groundbreaking discovery? Shit is going to hit the fan all around the world and electricity demand is going to skyrocket.

Nuclear energy provides crazy amounts of base loads that are needed and the regulations for the electricity supply from a nuclear plant to the grid are also way higher standards than any other form of power production, so its guaranteed to never go down except under plant maintenance.