Скачать или смотреть AI's Energy Crisis: Why This Commodity Will 2x By 2040 | Edward Campbell

Edward Campbell, Founder of Red Hook Phoenix Investment Partners, discusses how AI data centers need so much reliable electricity that nuclear power is becoming essential, creating major investment opportunities in uranium and nuclear energy companies.

*This video was recorded on October 3, 2025.

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0:00 - Intro.
0:46 - Manhattan Project 2.0 and its funding
5:16 - Tech companies and nuclear scaling
9:00 - Nuclear vs. renewables
12:04 - Uranium investment thesis and winners and losers in the nuclear renaissance
15:08 - US vs. China, scaling, and uranium shortages
19:18 - Private sector infrastructure
21:01 - Physical economy transformation and public perception
23:54 - Valuations

#investing #nuclear #AI