Meta bets on nuclear power to pave the way for the AI race ⚡️ I've always been optimistic about the opportunities for nuclear power assets in the AI energy sector—this might be another takeoff moment! Meta just announced partnerships with Oklo, Bill Gates-backed TerraPower, and energy giant Vistra, making a full-scale move into nuclear power. With the explosive growth in AI training compute demands, traditional power grids can no longer keep up, making nuclear power a key option for tech giants aiming for 'energy independence.' From a foundational energy perspective, while Musk is optimistic about space-based solar power to drive AI compute, Meta's bet on nuclear power seems more practical in terms of execution. Personally, I think this is not just about energy procurement but a fundamental restructuring of the underlying logic of AI infrastructure. Against the backdrop of Microsoft and Google racing into clean energy, Meta's move is both a counter and a strategic positioning—whoever controls energy controls the lifeblood of the AI era. #USStocks #AI #NuclearPower #Meta