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Jensen Huang's “Gigawatt Factory” Thesis Adds to Nuclear Tailwinds
Etftrends· 2025-12-09 04:22
The race to power the world's rapidly expanding data centers and artificial intelligence infrastructure is becoming the defining story of the energy sector, driving significant market activity across nuclear, solar, and power generation stocks. Nuclear stocks saw gains last week following a DOE award, expected defense bill support, and key comments from Nvidia (NVDA) CEO Jensen Huang on the need for significant new power generation. Speaking on the Joe Rogan Experience last Wednesday, Huang addressed the bo ...