The energy landscape is being reshaped worldwide. Artificial intelligence would choose nuclear energy as its partner for the future.
Advertisement/Advertising – This article is distributed on behalf of Uranium Royalty Corp. and IsoEnergy Ltd., with which SRC swiss resource capital AG has paid IR advisory agreements. Creator: SRC swiss resource capital AG · Author: Ingrid Heinritzi · First published: December 08, 2025; 8:15 p.m. Zurich/Berlin
Three trends are shaping the future: energy security, environmental and climate goals, and the energy requirements of artificial intelligence. It is well known that AI requires uninterrupted and enormous amounts of electricity. And the daily use of artificial intelligence is spreading into more and more areas. Innovations require computing power that is fast and available at all times. There is only one energy source that generates low-CO2 electricity, is available 24/7, is grid-stable, and has a massive power density. That is nuclear energy.
Data centers worldwide consume more than 400 terawatt hours of electricity per year. The number of data centers is growing at rates of 20 to 30 percent. Their total energy consumption will more than double and break the 1,000 TWh mark. Small modular reactors (SMRs) are particularly well suited for providing the necessary clean energy. They can be commissioned and expanded in stages. More than 30 countries that are considering nuclear energy are also planning SMRs.
New digital corridors are emerging and need reliable energy. The US is a leader in the field of AI, as it is home to almost 45 percent of the world's data centers. It also has the most nuclear power plants and plans to triple their number and capacity. In many countries, increasing investment in data centers goes hand in hand with the expansion of nuclear energy, for example in Canada, China, Japan, and the United Arab Emirates. The consequence of this development is clear: significantly more uranium is needed. Companies such as IsoEnergy are working to make this available.
IsoEnergy - https://www.commodity-tv.com/ondemand/companies/profil/isoenergy-ltd/ - is considered a uranium producer that could go into production in the near future and has high-grade uranium properties in Saskatchewan. Other uranium projects are located in Australia, Argentina, and the US. The Larocque East project in the Athabasca Basin in Saskatchewan is particularly high-grade.
Uranium Royalty - https://www.commodity-tv.com/ondemand/companies/profil/uranium-royalty-corp/ - is something special for investors who are looking to diversify, as it is the only royalty company in the uranium industry. The company has just added a royalty on two uranium projects in Saskatchewan to its portfolio.
Current company information and press releases from Uranium Royalty (- https://www.resource-capital.ch/en/companies/uranium-royalty-corp/ -) and IsoEnergy (- https://www.resource-capital.ch/en/companies/iso-energy-ltd/ -).
Source:
https://www.iaea.org/newscenter/statements/the-atom-and-the-algorithm-nuclear-energy-and-ai-are-converging-to-shape-the-future.
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