•Michael Every, Senior Global Strategist at Rabobank, warned that escalating geopolitical tensions could drive significant volatility in energy markets.
•The rising frictions involve key players including Iran, Israel, and the United States.
•Hyperscale AI data centers require 300 to 500 megawatts of electricity, comparable to the consumption of a mid-sized city.
•Microsoft and Amazon are forming direct nuclear partnerships and pursuing advanced reactor technologies to secure long-term energy supply.
•Nuclear power is essential for providing stable baseload power that intermittent renewable sources like wind and solar cannot guarantee for 24/7 AI operations.
