08-05-2025
Nuclear Power Seen Missing Out on First Wave of AI Data-Center Demand
Here are five key takeaways from the first morning of the BNEF summit in New York:
There's still a lot of money pouring into energy transition investments, with the figure topping $2 trillion in 2024 for the first time.
The power outages in Spain and Portugal underscore the importance of reliable power grids.
Trump chaos has foreign investment fleeing the US, but energy transition investment continues globally, said Ara Partners' Charles Cherington.
Nuclear power will miss the AI data center demand boom, says BNEF nuclear analyst.
