Research Reports

Monthly analysis tracking capital flows through the AI ecosystem. From hyperscaler investments to fundamental resource producers.

All Market Analysis Energy Semiconductors Infrastructure Resources

November 2025

Subscriber

November 2025: The Nuclear Renaissance

Deep dive into the resurgence of nuclear power driven by AI data center demand. Analysis of utility deals, uranium supply constraints, and investment implications.

Energy

Get Full Access to All Reports

Subscribe to unlock all premium reports, early access to new research, and exclusive community discussions.