The AI Arms Race Is Cracking Open the Nuclear Fuel Cycle [Yahoo! Finance]
S&P Global Inc. (SPGI)
Last s&p global inc. earnings: 4/28 07:10 am
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Source: Yahoo! Finance
Data from a survey of over 600 global investors reveals that 63% now view AI electricity demand as a "structural" shift in nuclear planning . This isn't a temporary spike or a speculative bubble. It is the physical footprint of every Large Language Model (LLM) query finally showing up on the global balance sheet. For years, the energy narrative was dominated by "efficiency." We were told that better chips would offset higher usage. That era is over. Generative AI doesn't just use data; it incinerates energy to create it. The "Reverse-Polish" reality of AI is that the more efficient we make the chips, the more chips we deploy, and the more complex the models become. This is Jevons Paradox playing out in real-time across the data centers of Northern Virginia and Singapore. When you look at the energy density required for an AI hyperscale center, you aren't looking at a traditional office building. You are looking at a facility that pulls as much power as a mid-sized city, but doe
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SPGI
News
- From data center spas to servers in space: How the energy crunch is reshaping cloud computing [MSNBC.com]MSNBC.com
- From data center spas to servers in space: How the energy crunch is reshaping cloud computing [CNBC]CNBC
- FOMC Minutes, Jobless Claims Report In Focus As 2025 Winds Down [Seeking Alpha]Seeking Alpha
- Chevron, Kimberly-Clark Among 16 Companies To Kick Off 2026 With Annual Dividend Increases In January [Seeking Alpha]Seeking Alpha
- American Pacific Announces Share Payments to Three Former Employees [Yahoo! Finance]Yahoo! Finance
SPGI
Earnings
- 10/31/25 - Beat
SPGI
Sec Filings
- 12/16/25 - Form 8-K
- 12/4/25 - Form 8-K
- 12/1/25 - Form 8-K
- SPGI's page on the SEC website