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Commented by André Will-Laudien on August 17th, 2026 | 08:00 CEST
Energy Transition 2.0: This is where sustainable growth is happening - Alibaba, RE Royalties, Alphabet and Amazon
The energy transition is moving into its next phase. The evolutionary step toward global decarbonization is being completely redefined by the convergence of clean energy and artificial intelligence. In this dynamic market environment, investors are increasingly seeking future-proof business models that combine environmental sustainability with solid financial returns. Alongside the specialized cleantech financier RE Royalties, three tech giants are drawing particular attention due to their historical investments. Alphabet, Google's parent company, is setting new standards by aiming to power its massive data streams entirely with CO₂-free energy available around the clock. Online marketplace leader Amazon is also reinforcing its claim as the world's largest private purchaser of renewable energy through massive wind and solar projects. E-commerce giant Alibaba is also investing heavily in green supply chains and AI-powered energy efficiency for its data centers. Four companies, four approaches impressively demonstrating that technological dominance and environmental responsibility go hand in hand today.
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Commented by Nico Popp on August 7th, 2026 | 08:25 CEST
Hedge Funds Bet on Hydrogen: Nel ASA Under Pressure, Amazon Gains Momentum, and First Hydrogen Targets a Promising Niche
Industry is under increasing pressure to address climate change. The regulatory framework is already in place, and emissions targets have been clearly defined. Yet even large industrial groups are reaching the limits of what they can achieve during the energy transition. Siemens Energy, for example, is reportedly considering spinning off a majority stake in its Transformation of Industry division under the project name "Voyager". The business includes, among other things, compressors, steam turbines, energy storage systems, and electrolysers. The move highlights the growing pressure on industrial companies to sharpen their strategic focus. In the global race to capture market share in energy transition technologies, success increasingly depends on lean organizational structures, specialization, and the willingness to rethink traditional business models. The restructuring of the hydrogen and energy sectors has long since begun; we examine the market and highlight potential beneficiaries.
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Commented by Carsten Mainitz on August 5th, 2026 | 09:10 CEST
The New Gold Rush Is Nuclear Energy: How American Atomics Could Benefit from the AI Boom Driven by Microsoft, Amazon, and SAP
Microsoft and Amazon are engaged in a multi-billion-dollar race to expand their AI capabilities. The two tech giants' strong quarterly results have recently electrified Wall Street. Investors celebrated the successful monetization of AI cloud services and full order books. The figures from the German software company SAP were also well received. The rapid expansion of cloud platforms and AI data centers is not only devouring investments on a previously unseen scale but also consuming enormous amounts of electricity. Against this backdrop, nuclear energy is experiencing a renaissance. It reliably and consistently provides the necessary baseload power while producing virtually no CO₂ emissions. This evolving landscape creates a compelling market opportunity for companies such as American Atomics. The Canadian company is in the process of establishing a vertically integrated North American nuclear fuel supply chain and is achieving key milestones.
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Commented by Armin Schulz on August 4th, 2026 | 07:35 CEST
AI Needs Baseload Power: How SAP Monetizes AI, Standard Uranium Supports the Uranium Supply Chain, and Amazon Invests in Nuclear Power
Artificial intelligence has become firmly embedded in the global economy and is expected to remain a key driver of growth for years to come. While public attention is focused on AI agents, the latest ChatGPT models, and increasingly powerful algorithms, a far more fundamental bottleneck is emerging: energy. Massive data centers are being built to power the next generation of AI applications, and they require enormous amounts of reliable, around-the-clock electricity. As a result, baseload power is becoming increasingly important. In this report, we examine SAP, the established software leader generating recurring revenue through its cloud services and AI offerings. We also take a closer look at Standard Uranium, an emerging exploration company that could play a role in strengthening the uranium supply chain. Finally, we turn to Amazon, which is not only investing heavily in the physical infrastructure behind AI but is also planning to power parts of its operations with small modular reactors (SMRs).
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Commented by Jens Castner on July 27th, 2026 | 07:05 CEST
The Week of Truth: Jitters at Amazon, Cool Heads at Vertiv, Bright Prospects at American Atomics
This week is crunch time. Two tech stocks, two earnings dates, one question: How much should artificial intelligence cost? Nervousness is spreading, especially at Amazon, ahead of its quarterly earnings report this coming Thursday. Following Alphabet's results from last week, one thing seems clear: those who invest heavily in AI infrastructure and data centers will be penalized. What appears as a billion-dollar line item on Amazon's expense sheet ends up as an order in the books of cooling specialist Vertiv. Consequently, Vertiv is taking a calm view of the numbers expected on Wednesday. Lurking in the background is a third stock that hardly anyone has on their radar yet: American Atomics. For now, the Canadian uranium explorer is worth little more on the stock market than a medium-sized trade business—yet it could tip the scales for the reactors that tech giants use to power their data centers.
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Commented by Nico Popp on July 9th, 2026 | 07:00 CEST
Why the Base Load Bottleneck Threatens SpaceX and Amazon—and How Standard Uranium Stands to Benefit
When you pick up your smartphone from your nightstand in the morning, you rarely give a thought to the massive infrastructure behind the scenes. But the brave new digital world of global data streams and machine-learning algorithms has an energy-hungry, and sometimes dirty, secret. Artificial intelligence consumes so much electricity that power grids are collapsing one after another. When computing power needs to keep pace with AI innovations, solar farms are no longer enough. Base load power is needed—and nuclear power provides it. So high-tech needs uranium, and that is exactly what brings the tech elite together with resource companies. We explain the connections and highlight the opportunities.
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Commented by Nico Popp on June 25th, 2026 | 07:35 CEST
Commodity Concerns at General Motors and Amazon – Why Power Metallic Mines Is One of the World's Most Promising Juniors
The era of raw materials is already here: geopolitical tensions and future technologies are driving the market. The traditional procurement model based on global spot markets is increasingly reaching its limits. It is being replaced by direct participation of leading industrial and technology conglomerates in mining and raw materials companies. Increasingly, this is happening even at very early-stage development companies. Companies such as Power Metallic Mines are responding to this trend and, even before production begins, are developing into platforms for ESG-compliant supply chains. We take a closer look at the market and the associated opportunities.
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Commented by Nico Popp on June 22nd, 2026 | 07:05 CEST
HALEU Enrichment Bottleneck Threatens Cameco and Amazon—American Atomics Benefits
The electricity demand of AI data centers cannot be met by renewable energy alone—even the greatest idealists have come to understand this by now. The result is an unprecedented renaissance of nuclear energy. The latest "Red Book Report" from the OECD Nuclear Energy Agency (NEA) and the International Atomic Energy Agency shows that, with accelerated reactor expansion, existing mining capacity would not be sufficient to meet demand in the medium term. Decades of underinvestment in mining projects have led to a supply deficit, while geopolitical risks and severe production bottlenecks at the world's largest producer, Kazatomprom, are further exacerbating the situation. As a result, established players in the nuclear value chain are under pressure to act. Investors are capitalizing on this to make investments in secure jurisdictions.
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Commented by Nico Popp on May 12th, 2026 | 07:15 CEST
Nuclear Power for AI: How Amazon, Paladin Energy, and Standard Uranium Are Fueling the New Uranium Supercycle
The world is changing at an ever-faster pace. While the first phase of decarbonization was primarily driven by renewable energy from wind and solar power, the unprecedented rise of AI models has exposed a weakness in this strategy - the lack of carbon-free baseload power. For this reason, alliances are now forming between the tech giants of Silicon Valley and the resource pioneers of Canada's Athabasca Basin. The goal: to secure the future of digital infrastructure. The global energy landscape is thus at a turning point where purely ideological debate is giving way to harsh economic reality. While the years following the Paris Agreement were marked by ambitious goals, the current decade is defined by industrial sovereignty and profitability. We highlight opportunities.
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Commented by Nico Popp on April 29th, 2026 | 11:05 CEST
Powering the AI Revolution: OpenAI, Amazon, and Nuclear Pioneer American Atomics
The global economy is currently undergoing a fundamental transformation that experts describe as the beginning of a new infrastructure supercycle. While software innovations and platform economies have been at the forefront in recent decades, the rapid development of artificial intelligence (AI) has shifted the focus to the tangible prerequisites of digitalization: energy and computing power. The hunger for electricity triggered by the next generation of Large Language Models (LLMs) and autonomous AI agents is forging new alliances: Leading technology conglomerates and the nuclear industry have long been joining forces. According to recent analyses by Goldman Sachs, data center energy demand worldwide will more than double by the end of the decade, making the search for CO₂-free baseload power an existential issue for Silicon Valley. We shed light on this trend and highlight opportunities.
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