• Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Get Tom’s Hardware’s best news and in-depth reviews, straight to your inbox. • You are now subscribed Your newsletter sign-up was successful NexGen Energy, a Canadian uranium and nuclear fuel firm, said that it’s in talks with data center providers for a potential deal to help finance its Rook 1 uranium project in Saskatchewan, Canada. • According toReuters, this move will help ensure that data center providers will be able to secure a uranium source for the numerous nuclear power plants that are projected to be needed to deliver the power that future AI infrastructure will require. • Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow Leigh Curyer, the company’s CEO, said that this is similar to what several automakers did a few years back, when they secured long-term contracts to ensure that they would have enough lithium supply to support the projected demand for EVs. • You’ve seen it with automakers," the CEO said. • “These tech companies, they’re under an obligation to ensure the hundreds of billions that they are investing in the data centers are going to be powered.

Article Summaries:

  • NexGen Energy, a Canadian uranium producer, is negotiating long‑term supply agreements with AI hyperscalers to finance its Rook 1 mining project in Saskatchewan. The company aims to secure a steady uranium source for the nuclear power plants that will be needed to meet the projected energy demand of future data centers. NexGen’s CEO likens the strategy to automakers locking in lithium supplies, noting that the mine could supply up to 20 % of global uranium demand by 2030. The deals would earmark fuel for clients without granting them ownership, while pricing remains market‑linked. The move follows growing interest in small modular reactors as a potential power solution for AI infrastructure.

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