Image is a USGS government map of the united states with areas where uranium is found in red, mostly in the area of Wyoming, Colorado, Utah, and New Mexico. https://www.usgs.gov/media/images/figure-uranium-resources-united-states
How AI’s Need For Nuclear Energy Is Fueling A Rise In U.S. Uranium Mining – CNBC Jun 12, 2025 (VIDEO) Amazon, Google, Meta and Microsoft are all betting on nuclear energy to power their AI data centers. The industry is also getting a boost from the Trump administration. Uranium stocks lighting up as President Trump signs a suite of executive orders aimed at expanding the nation’s nuclear power infrastructure. Trump’s executive orders ease the regulatory process around, and accelerate the construction of new nuclear power plants in the US. The administration wants to quadruple the nation’s nuclear energy capacity from 100GW in 2024 to 400GW by 2050. US uranium requirements are expected to increase from 47 million pounds to approximately 190 million pounds per year, according to one uranium miner.
Even if you think nuclear is a good idea, you have to worry about how this is going to get started new mining that isn’t actually needed, build these data centers instead of housing, and then abandon it abruptly when the AI hype financial bubble pops and they all crash and burn and then of course the taxpayers are on the hook to bail out the rich people again.
CNBC – Why uranium mining is having a resurgence in the United States – Published Thu, Jun 12 2025 Magdalena Petrova That’s changing as electricity demand skyrockets thanks to power-hungry AI models being developed by tech giants including Microsoft, Google, Meta and Amazon , as well as a global push for cleaner energy. This emphasis on nuclear power is also driving demand for uranium. A recently released report by the Nuclear Energy Agency and the International Atomic Energy Agency estimates that if demand for nuclear energy continues to grow, known uranium deposits will run out by 2080. “Right now the uranium miners globally are not keeping up with demand,” said John Cash, president and CEO of uranium mining company Ur-Energy. “It takes years from discovery to the time you produce. So it’s going to take years for that gap to be closed between those two, and all the while, we see tremendous growing demand for nuclear power.” The domestic uranium industry has received bipartisan support from the U.S. government.