AI Data Centers Are About to Trigger a Nuclear Energy Shortage

Here’s what nobody’s talking about: data centers are consuming electricity at an insane rate, and we’re nowhere near ready for it.

Global data center power demand could double (or even triple) by 2030. Meanwhile, uranium supplies are already tight, and the nuclear sector has been neglected for decades. Add it up: classic supply shortage scenario.

Big tech is already moving first—signing deals with nuclear companies left and right. The U.S. government just committed $80B to build new nuclear plants to stay competitive in the AI race. These aren’t rumors; these are structural shifts.

Here’s the play: the Sprott Uranium Miners ETF (URNM) gives you exposure to the entire uranium fuel cycle—miners, explorers, developers, and physical uranium itself. You’re not betting on one company; you’re betting on the whole sector.

The catch? Nuclear plants take ~10 years to build, and regulatory hurdles are brutal. This is a long-term position, not a quick flip.

But if demand keeps accelerating like we expect, uranium prices and miner margins could see years of structural upside. The AI boom might accidentally trigger the next energy crisis—and uranium could be the answer nobody saw coming.