Authored by Robert Rapier via OilPrice.com,

• Hyperscale AI data centers require city-scale electricity loads, making dependable baseload power a strategic necessity.

• Microsoft and Amazon are forming direct nuclear partnerships and pursuing advanced reactor technologies to secure long-term energy supply.

• Energy infrastructure, particularly nuclear generation and uranium supply, is emerging as a structural beneficiary of AI-driven demand growth.

For years, Silicon Valley took electricity for granted. The cloud sounded intangible, almost detached from the physical world. But now, artificial intelligence is ending that illusion. Behind every large language model and AI assistant sits a growing fleet of data centers that require enormous and continuous amounts of power.