A nuclear renaissance: uranium supply, data centres, and policy momentum | The Next Big Thing

With the world’s demand for clean, reliable energy surging—particularly from data centres and AI infrastructure—nuclear power is back in focus. In this episode of The Next Big Thing, hosts Mobeen Tahir and Christopher Gannatti sit down with Andre Liebenberg, CEO of Yellow Cake PLC, to explore what’s fuelling the nuclear revival. From tight uranium supply and slow-moving mine timelines, to the rise of small modular reactors (SMRs) and shifting policy support, they unpack why investors are increasingly turning to uranium.