Executive Summary
Jensen Huang just revealed the trillion-dollar infrastructure play hiding in plain sight. During his Joe Rogan appearance, the NVIDIA CEO made a stunning admission: energy is THE limiting factor for AI expansion, not chips. His prediction that 'we'll all be power generators' with small nuclear reactors within 6-7 years isn't speculation—it's a roadmap from the man building AI's future. While markets obsess over GPU valuations, they're missing the energy infrastructure supercycle that must preced...
Key Investment Opportunity
The Small Modular Reactor Revolution
Jensen's prediction of widespread SMR adoption within 6-7 years represents the commercialization inflection point for nuclear power. Unlike traditional nuclear plants that take decades to build, SMRs can be deployed rapidly to meet AI's immediate energy needs. NuScale Power is the only company with ...
...and 1 more investment opportunities
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