AI and nuclear have been two of the biggest investment themes. They increasingly intersect through AI’s massive energy needs and nuclear power’s potential role as a clean, reliable source of baseload electricity. Stacey Morris and Zeno Mercer will break down both themes individually, then dig into where they overlap — from the buildout of AI infrastructure to the broader investment implications across power, data centers, and automation. The panel will be moderated by Roxanna Islam.






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