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Stephanie Link: New nuclear capacity to drive power for AI and data centers

Stephanie Link: New nuclear capacity to drive power for AI and data centers
New nuclear power backs AI expansion

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights an announcement from Alphabet and Constellation Energy to bring 890 MW of new nuclear capacity onto the PJM connection grid.

Link points to nuclear power as a significant contributor to the expected rise in power capacity needed to support artificial intelligence and data center buildouts, with attention to infrastructure providers including Fluor, Mirion Technologies, Flowserve, and GE Vernova.

Link has previously observed persistent data center investment by Microsoft and peers, with positive effects on related sectors, as noted in an earlier report. She also highlighted Micron Technology's triple-digit revenue and EPS growth, supported by strong demand across major end markets, in a separate update. The recent focus on nuclear capacity adds to her ongoing coverage of infrastructure and technology growth.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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