NANO Nuclear Energy Inc. (NASDAQ:NNE) positions its collaboration with Super Micro Computer Inc. (NASDAQ:SMCI) around one of the most pressing issues facing the AI boom: how to power the next generation of data centers.

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James Walker, CEO of NANO Nuclear, told Benzinga that the rapid expansion of AI infrastructure is changing the way companies think about energy, compute and data center development.

"AI is becoming an energy story as much as a technology story," Walker said. "The conversation is shifting from ‘how much compute can we build?' to ‘where does the power come from?'"

Photo of CEO James Walker, courtesy of NANO Nuclear Energy, Inc.