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Nuclear Energy

AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)

AI Value Chain Bottlenecks: Mapping Pricing Power and Investment Opportunity (Pt.1)

AI bottlenecks flow like a canal system of shifting dams — energy partially eased by natural gas and Bitcoin miner conversions, but pricing power now migrates downstream to data centers and optical interconnects, with a tailored Rule of X framework surfacing the winners.

36 min read 02 Apr 2026

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

Nuclear Technology

18 min read 18 Mar 2026

SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis

A three-decade “nuclear winter” of chronic underinvestment hollowed out the global uranium supply base — creating a structural scarcity shock as AI’s power hunger collides with a mining industry unable to respond at scale.

SysMoore & Energy (Pt.3.1) Nuclear Landscape

Nuclear Technology

20 min read 21 Feb 2026

SysMoore & Energy (Pt.3.1) Nuclear Landscape

The post-nuclear-winter global landscape: decades of underinvestment left the industry dormant just as AI’s insatiable power demand arrives, setting up the policy, supply-chain, and technology gaps that define the next decade’s nuclear investment thesis.

SysMoore & Energy (Pt.3)

13 min read 11 Feb 2026

SysMoore & Energy (Pt.3)

SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.