07/02/2026
Everyone is focused on AI chips and software, but there's a much bigger story unfolding behind the scenes...
AI has a power problem.
As data centers continue to expand, demand for reliable 24/7 electricity is skyrocketing—putting nuclear energy and power infrastructure back in the spotlight. The companies providing the energy to power AI may end up being some of the biggest long-term winners.
See what our co-founder Karim Rahemtulla belives will happen next!
Everyone is betting on the chips. The smart money is quietly buying what plugs them in.