The AI infrastructure buildout is driving a surge in electricity demand, and more and more governments and companies are looking at nuclear power as the best solution available. Bloomberg Tech: Asia’s Shery Ahn speaks with former International Energy Agency executive director Nobuo Tanaka about why Asia is leading the nuclear renaissance. We also hear from startups Helical Fusion and OpenStar, who are pursuing the elusive promise of nuclear fusion.

Chapters:
00:03:47 – IEA Executive Director Emeritus Nobuo Tanaka on nuclear energy outlook
00:11:48 – Helical Fusion Co-Founder & CEO Takaya Taguchi on Japan’s nuclear revival
00:17:03 – OpenStar Founder and CEO Ratu Mataira on future of nuclear fusion
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With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a “missed opportunity.” The firm’s flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn’t plan to change course. Bloomberg’s Hema Parmar joins Ed Ludlow on “Bloomberg Tech.”
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AMD is teaming up with Cerebras on a new server designed to slash response times, taking direct aim at Nvidia and promising some of the fastest AI systems on the market. Cerebras CEO Andrew Feldman explains how the partnership works, why speed is becoming the next battleground in AI infrastructure, and what it means for the rapidly evolving AI chip market. He joins Ed Ludlow on “Bloomberg Tech.”
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