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Tech Thematic Strategy | It's a Wired World - Keith Woolcock Let’s look at what is happening with the supply of electricity. The chart is astonishing because it shows us that Vistra, an independent supplier of electricity, mostly in Texas, has outperformed nVidia, the poster boy of AI, year to date. Furthermore, Constellation Energy, which owns some nuclear power stations, has almost performed as well as the best performing mega cap tech stock. Read full story here: https://buff.ly/4aAt0py For more information on our #tech #thematic #strategy product, and other Aletheia Capital research, please contact info@aletheia-capital.com #investments #advisory #ideas #fintech #InYourCorner

What is the difference between fission and fusion? Recently both phenomenas have had exciting developments. Fission has been commercially available since the mid 1950s and is leading the nuclear renaissance for data center expansions On the other hand, fusion is projected to be commercially viable between the 2030-2050s. It is largely uncertain because of a wide range of factors including regulatory environment, development costs, and overall engineering complexity The process of fission is well understood where uranium or other fissile materials are exposed to neutrons which cause the splitting of the reactive fuel. This splitting causes further neutrons to split other uranium nuclei to sustain a chain reaction. This reaction releases heat which then is converted into electricity Fusion is the process where two light nuclei combine to form a heavier single nucleus which releases a significant amount of energy. The challenge with fusion is the extremely high temperatures and pressures required to sustain a reaction. With temperatures of at least 100 million degrees celsius and pressures 10 times stronger than earth’s atmosphere, operating in these conditions requires robust engineering systems We at Hadron Energy are excited to be at the forefront of the clean energy revolution! #innovation #energy #nuclear #technology #future #entrepreneurship #startups #venturecapital #sustainability #leanstartups #management #leadership

The future belongs to those who have the energy to imagine it. And build it. As global energy demands increase, we have the choice to meet them in a decarbonised way. Introducing our client, newcleo: a groundbreaking, sustainable, and safe method of generating nuclear energy. Founded in 2021 by visionary leaders Stefano Buono and Elisabeth Rizzotti, newcleo leverages 30 years of R&D in metal-cooled fast reactors and liquid-lead cooling systems. With a senior management and advisory team possessing hundreds of years of collective experience, newcleo's mission is to provide safe, clean, economic, and virtually inexhaustible energy to the world through an innovative combination of existing, accessible technologies. newcleo addresses the three main challenges of the nuclear industry: waste, safety, and cost. They are also investing significantly in MOX fuel manufacturing in developed countries, extracting energy from current nuclear industry by-products. With approximately 600 highly skilled employees across Europe, newcleo has the business, scientific, operational, and industrial manufacturing capabilities within a vertically integrated model designed to achieve its ambitious market plans. Founders - Stefano Buono, Elisabeth Rizzotti Venture Partner - stefano de nart #KoboFunds #newcleo #nuclearinnovation

Cometh The Hour https://lnkd.in/gViPX55q The site of the scariest industrial accident in American history has just become a technology park. Just like that, 50 years of irrational fear has changed into hope and progress. A world that is comfortable with nuclear, as it should be, is an environment well-suited to the global deployment of Terrestrial Energy's #IMSR. via Doomberg Microsoft Constellation

⚛️ Last week, our COO and Co-Founder, Elisabeth Rizzotti, was a guest at the Lw3 event hosted by Luiss Guido Carli University in Rome. This event is one of the most important annual global meetings for major family offices, focusing on important topics in private market investments. 💡 Elisabeth, interviewed by Nicolás Schmidt-Urzúa, discussed why nuclear energy is essential for our future and shared insights on newcleo's innovative lead-cooled fast reactor technology. Additionally, they examined how the European venture model, often supported by large Family Offices, offers a unique approach, compared to Silicon Valley's venture model of large VC firms. #newcleo #NewNuclear #LFR #Decarbonisation

Join our upcoming event: 💡𝗘𝗻𝗲𝗿𝗴𝘆𝗗𝗮𝘆𝘀 𝟭𝟵 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 💡 𝗙𝘂𝘀𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗡𝗲𝘁𝗵𝗲𝗿𝗹𝗮𝗻𝗱𝘀 𝗯𝘆 𝟮𝟬𝟱𝟮? 𝗜𝘁'𝘀 𝘁𝗶𝗺𝗲 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗮 𝘀𝗼𝗰𝗶𝗲𝘁𝗮𝗹 𝗱𝗲𝗯𝗮𝘁𝗲! Although it may seem odd and far-fetched, the developments in nuclear fusion require us to discuss, society-wide, how we deal with this technology. Governments (US, China, Germany, UK) are stepping up in their ambitions and startups worldwide attracted over 7bn’s of funding. How promising is fusion power now? How should we think about large projects and the future energy system? What socio-economical aspects come into play? These are aspects we want to discuss interactively, with the audience and the following speakers: Roger Jaspers, Torben Beernaert, Emiel van Druten. 𝗙𝗶𝗻𝗱 𝗺𝗼𝗿𝗲 𝗶𝗻𝗳𝗼 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝗮𝗻𝗱 𝘁𝗶𝗺𝗲𝘀 𝗵𝗲𝗿𝗲 👇 https://lnkd.in/eyTA_n6N Join us: 𝗪𝗵𝗲𝗻? Thursday 19 September, 12h30 - 17h00 𝗪𝗵𝗲𝗿𝗲? TU/e campus, DIFFER building 𝗥𝗲𝗴𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻: https://lnkd.in/eyTA_n6N Team Energy Guido Lange Mark Boneschanscher Bas Vermulst Pieter Pauw. #eires #energydays #netcongestion #fusionpower #nuclearfusion #fusion

Is nuclear fusion the 'holy grail' of the energy system? Or too complex and expensive to play a dominant role once we get it working? 🤔 I will address this question and show the potential role fusion could play in the electricity grid in my talk on Thursday, 19 September, in Eindhoven.

Nuclear almost perfectly matches the specific service needs of the next generation of centralized AI datacenters in a way that distributed, weather-based energy cannot match, at least not at any reasonable cost.

Big Tech companies like Amazon, Microsoft, and Alphabet Inc. are turning to nuclear energy to provide the power needed to train and run artificial intelligence (AI) models. Kairos Power CEO Mike Laufer discusses the company’s recent energy deal with Google and explains why tech giants are big on nuclear power. More: https://lnkd.in/e4Abrcet #yahoofinance #finance #energy #tech #AI #business #markets #wallstreet #investing #stocks

Include #NuclearPower into the #ElectricityMix is the only way to tackle #RisingEnergyConsumption and #ClimateChange!!! It´s NOT AN OPINION, it´s SCIENCE!!! https://lnkd.in/d2kf6yEs