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AI's Secret Thirst for Uranium
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Created December 17, 2025About this video
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2:09
And now, there's this new catalyst everyone's talking about, the AI energy overlay.
2:14
Is that real, or is it just hype? Oh, it's absolutely real,
2:16
and it's profoundly bullish. Think about it. These tech giants, they need reliable,
2:22
carbon-free baseload power for their data centers. And they are not sensitive to price.
2:28
Not at all. They're a new class of buyer. They need certainty and speed far more
2:32
than they need the absolute lowest commodity price. It completely changes the demand profile.
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