flash on Nostr: ⚡️🚨 Nuclear energy stocks are crashing... The dream of data centers is ...
⚡️🚨 Nuclear energy stocks are crashing...
The dream of data centers is evaporating!
US nuclear giants, who bet EVERYTHING on the explosion of AI data centers, have faced the DeepSeek news...
❌ Vistra: -30%
❌ Constellation: -20%
❌ Talen Energy: -22%
The sector soared in 2024 (+100% for Constellation) based on a promise: to power American data centers that were projected to consume up to 12% of US electricity by 2028.
The blow is even harder since Constellation had just made a BIG bet with the acquisition of Calpine for $16.4 billion.
Everyone is wondering if the demand for energy for AI has been overestimated? 🤔 #asknostr
The dream of data centers is evaporating!
US nuclear giants, who bet EVERYTHING on the explosion of AI data centers, have faced the DeepSeek news...
❌ Vistra: -30%
❌ Constellation: -20%
❌ Talen Energy: -22%
The sector soared in 2024 (+100% for Constellation) based on a promise: to power American data centers that were projected to consume up to 12% of US electricity by 2028.
The blow is even harder since Constellation had just made a BIG bet with the acquisition of Calpine for $16.4 billion.
Everyone is wondering if the demand for energy for AI has been overestimated? 🤔 #asknostr