---
title: "No Substitute: Uranium At The Center Of The AI Power Shock"
description: "Uranium bull1. Uranium sits at the intersection of energy security, decarbonization, and AI-driven power demand, a convergence reshaping global energy markets.2. Supply reliability is deteriorating ju"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276347159.md"
published_at: "2026-02-19T14:47:18.000Z"
---

# No Substitute: Uranium At The Center Of The AI Power Shock

> Uranium bull1. Uranium sits at the intersection of energy security, decarbonization, and AI-driven power demand, a convergence reshaping global energy markets.2. Supply reliability is deteriorating just as reactor build-outs, life extensions, and SMRs expand long-term fuel requirements.

## **Uranium bull**

1\. Uranium sits at the intersection of energy security, decarbonization, and AI-driven power demand, a convergence reshaping global energy markets.

2\. Supply reliability is deteriorating just as reactor build-outs, life extensions, and SMRs expand long-term fuel requirements.

### Related Stocks

- [URA.US - Global X Uranium](https://longbridge.com/en/quote/URA.US.md)
- [NXE.US - Nexgen Energy](https://longbridge.com/en/quote/NXE.US.md)
- [DNN.US - Denison Mines](https://longbridge.com/en/quote/DNN.US.md)
- [NLR.US - VanEck Uranium + Nuclear Energy ETF](https://longbridge.com/en/quote/NLR.US.md)
- [URNM.US - Sprott Uranium Miners ETF](https://longbridge.com/en/quote/URNM.US.md)
- [BWXT.US - BWX Tech](https://longbridge.com/en/quote/BWXT.US.md)
- [CCJ.US - Cameco](https://longbridge.com/en/quote/CCJ.US.md)
- [URNJ.US - Sprott Junior Uranium Miners ETF](https://longbridge.com/en/quote/URNJ.US.md)
- [601985.CN - CNNP](https://longbridge.com/en/quote/601985.CN.md)
- [UUUU.US - Energy Fuels](https://longbridge.com/en/quote/UUUU.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 随着数据中心电力需求的飙升，大型科技公司转向铀 | 根据 NexGen Energy 的首席执行官的说法，大型科技公司正在探索铀矿开采项目，以满足不断扩大的数据中心日益增长的电力需求。该公司正在与科技公司进行谈判，寻求潜在的融资和长期铀供应，而不改变 NexGen 的控制权。国际能源署预测， | [Link](https://longbridge.com/en/news/276252984.md) |
| NexGen 首席执行官表示，数据中心正在考虑支持铀项目 | NexGen Energy (NXE.TO) 正在与数据中心提供商进行谈判，以为其位于萨斯喀彻温省的 Rook 1 铀矿项目获得融资，该项目旨在满足由于人工智能和数据中心的增长而推动的核电需求上升。首席执行官 Leigh Curyer 指出 | [Link](https://longbridge.com/en/news/276202046.md) |
| 美国的核能复兴终于到来了 | 美国正经历核能复兴，因人工智能和制造业增长导致对可靠电力的需求激增。私营公司的创新正在将使用过的核燃料转化为可用能源，重新夺回美国在核技术领域的领导地位。能源部正在将重点转回实际能源解决方案，认识到核能、天然气和煤炭在经济和技术领导力中的重 | [Link](https://longbridge.com/en/news/275900622.md) |
| 尽管美国正在进行核反应堆运输，铀矿 ETF 仍然下滑 | 铀矿 ETF 在周二下跌，尽管美国核能运输方面取得了重要里程碑，一台核反应堆通过 C-17 Globemaster III 运输机被转移。该反应堆能够为 5,000 户家庭提供电力，旨在用于军事用途。关键的 ETF，如 Global X U | [Link](https://longbridge.com/en/news/276156776.md) |
| SS&C ALPS Advisors 推出 ALPS Nautilus SMR、核能与技术 ETF SMRF | SS&C ALPS Advisors 推出了 ALPS Nautilus SMR、核能与技术 ETF（NYSE Arca: SMRF）。该主动管理的 ETF 专注于核能和小型模块化反应堆的价值链，包含一个人工智能和技术组件，比例上限为 25 | [Link](https://longbridge.com/en/news/276342012.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.