https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-nuclear-renaissance-smr-investing.en https://www.youngju.dev/blog/finance/2026-06-18-nuclear-renaissance-smr-investing.en Restarting reactors, small modular reactors, and a brand-new variable: AI data-center power demand. This post examines the background and data behind the nuclear renaissance narrative, presents both the bull and bear cases, and considers what it means for the Korean nuclear ecosystem. This is for information and education only, not investment advice. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenuclearsmruraniumai-powerenergyinvestment https://www.youngju.dev/blog/finance/2026-06-18-nuclear-renaissance-smr-investing.ja https://www.youngju.dev/blog/finance/2026-06-18-nuclear-renaissance-smr-investing.ja 再稼働する原発、小型モジュール炉、そしてAIデータセンターの電力需要という新たな変数。原子力ルネサンスという物語の背景とデータ、強気と弱気の両論、そして韓国原子力産業への示唆をバランスよく整理します。本稿は情報・教育目的であり投資の勧誘ではありません。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenuclearsmruraniumai-powerenergyinvestment https://www.youngju.dev/blog/finance/2026-06-18-nuclear-renaissance-smr-investing https://www.youngju.dev/blog/finance/2026-06-18-nuclear-renaissance-smr-investing 재가동되는 원전과 SMR, 그리고 AI 데이터센터 전력 수요라는 새로운 변수까지. 원자력 르네상스 내러티브의 배경과 데이터, 강세와 약세 양쪽 시각, 그리고 K-원전의 시사점을 균형 있게 살펴봅니다. 본 글은 정보·교육 목적이며 투자 권유가 아닙니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenuclearsmruraniumai-powerenergyinvestment