Powering the Future: AI Infrastructure and Nuclear Synergy – Global X ETFs – 8.28.24

Summary:

Now On Demand

Generative AI’s rapid commercialization is driving massive investments in data center infrastructure. Industry leaders Meta, Microsoft, Amazon, and Alphabet are projected to spend nearly $200 billion on capital expenditures in 2024 alone. This surge is creating substantial demand across the data center ecosystem, from chip suppliers to cooling systems.

This expansion presents significant energy sourcing challenges, prompting a focus on sustainable power solutions. Nuclear energy is emerging as a viable option, with a global increase in reactor construction. Concurrently, the uranium market faces a supply-demand imbalance, raising concerns about meeting future needs.

This evolving landscape is redefining digital infrastructure and energy strategies. Nuclear power is poised to play a pivotal role in powering the AI revolution, offering investors growth opportunities across both the Digital Infrastructure and Nuclear Energy value chains. In this webinar, we intend to cover opportunities across both these areas.

Key questions we seek to answer include:

• What are some of the latest advancements in Generative AI and Large Language Models, and how do they contribute to enhancing the productivity of our economy?
• How is data center capacity a bottleneck for AI expansion, and how are new constructions trying to address that?
• How is energy becoming a problem for data center capacity expansion and AI workload processing and how might nuclear energy be the solution?
• What other factors are making Uranium an exciting investment play in the current market dynamics?

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Tejas Dessai has been a Research Analyst at Global X ETFs since 2022 where he covers technology products within the Thematic Growth suite of ETFs, with a focus on disruptive technologies including artificial intelligence, cybersecurity, social media, gaming, and digital advertising. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, the Washington Post, Business Insider, and Reuters. Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa, and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.

Chandler joined Global X in 2021. In his current role as a Product Specialist, he works closely with the research analysts and sales team to maintain and promote client-facing research content, as well as communicate insights with clients and internal stakeholders around the globe. Chandler started his career in Asset Management at BlackRock and previously served as an ETF Due Diligence Analyst at Oppenheimer & Co. He graduated from Monmouth University with a BS in Business Administration and a concentration in Finance as well as holds an MBA from the same institution. He is also a CFA charterholder and a member of the CFA Society of New York.