The AI Nuclear Acceleration: Why Big Tech is Fueling a U.S. Uranium Gold Rush

About this update from Nexgen Energy Ltd.

The AI Nuclear Acceleration: Why Big Tech is Fueling a U.S. Uranium Gold RushIssued on behalf of Eagle Energy Metals Corp. VANCOUVER, British Columbia, Jan. 14, 2026 (GLOBE NEWSWIRE) -- Equity-Insider.com News Commentary – After decades of flat demand, U.S. electricity generation is finally accelerating, with growth projected at 2.4% in 2025 and 1.7% in 2026—largely driven by the massive power needs of AI data centers[1]. As Big Tech firms look to SMR nuclear technology for massive amounts of carbon-free energy, a significant vulnerability has been exposed: U.S. nuclear plants currently import over 95% of their uranium from foreign sources, including Russia and Kazakhstan[2]. The U.S. government has recognized the need for secure, domestic baseload power, which supports a 2026 investment case for soon-to-be-Nasdaq-listed Eagle Energy Metals (will be NUCL), Uranium Energy Corp. (NYSE-A: UEC), NexGen Energy (NYSE: NXE) (TSX: NXE), Denison Mines (NYSE-A: DNN) (TSX:DML), and Energy Fuels Inc. (NYSE-A: UUUU) (TSX: EFR). The intersection of the AI boom and national security is completely reshaping the market, with the global Small Modular Reactor (SMR) sector now projected to hit $10.3 billion by 2032[3]. In response, the Department of Energy just awarded $800 million to advance U.S. reactor deployment, while new federal actions are fast-tracking nuclear licensing and domestic uranium mining[4]. The narrative is clear: Big Tech cannot build the future of AI without a massive, secure, and domestic supply of uranium. Eagle Energy Metals announced this week that it has engaged BBA USA Inc., a consulting firm with over 45 years of energy sector experience, to design a targeted drilling campaign at its Aurora Uranium Project in support of an eventual Pre-Feasibility Study. The timing is important, as the company is soon heading toward a NASDAQ listing under the ticker symbol NUCL through a business combination with Spring Valley Acquisition Corp. II, the same SPAC team that brought NuScale Power Corporation public in 2022, subject to customary closing conditions. Eagle Energy holds rights to what it describes as the largest open pit-constrained, measured and indicated uranium deposit in the United States. The Aurora deposit sits on the Oregon-Nevada border with 32.75 million pounds of indicated uranium and 4.98 million pounds inferred, based on ov...

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