Omasa
Omasa is the newsletter for the Etango Uranium Project managed by the
is the newsletter for the Etango Uranium Project managed by the
following companies:
following companies:
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Omasa intends to keep you informed about progress on the Etango Uranium
intends to keep you informed about progress on the Etango Uranium
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BANNERMAN
MINING RESOURCES NAMIBIA
Editorial team: Gavin Chamberlain, Werner Ewald & Emma Culver
Gavin Chamberlain, Werner Ewald & Emma Culver
Production: Words’Worth
Words’Worth
12
BANNERMAN ENERGY | DEC 2025
Industry news
- Microsoft
“Reliable, carbon-free energy is
essential to powering AI data centres.”
- AWS
“Nuclear is an excellent source of
zero-carbon, 24/7 power.”
“Round-the-clock clean energy is
critical for long-term growth.”
These statements mark a turning point.
For the first time, the world’s largest technology
companies are acting as energy leaders, investing
both directly and through Power Purchase
Agreements in clean generation to secure the
electrons that power intelligence.
The convergence of technology, infrastructure
and energy is creating a new industrial ecosystem
defined not by extraction but by computation.
rtificial Intelligence (AI) is driving an
unprecedented surge in global power
demand.
As Graphics Processing Units, training clusters
and hyperscale data centres expand at record
speed, electricity grids everywhere are being re-
engineered in real time. Every nation now faces
the same challenge: how to deliver firm, clean
energy fast enough to fuel the next industrial
revolution.
What began as a discussion on uranium’s role
in low-carbon baseload generation has evolved
into a broader dialogue about how every clean-
energy source, from renewables to advanced
nuclear, must now work in concert to power
intelligence.
As AI accelerates, firm, clean, and low-cost
electrons are becoming as critical to global
competitiveness as compute itself. Technology
giants are investing accordingly:
Craig Scroggie, CEO of NextDC, a leading Australian data centre operator, gave a keynote address at the Global
Uranium Conference in Adelaide on the impact of AI. Here are the salient points.
AI REDEFINING GLOBAL ENERGY
Global technology leaders are mobilising
every clean-energy electron available to solve
the energy trilemma to power the future of
intelligence at speed at scale.
The energy transition is no longer an
environmental choice; it is an economic race.
The nations and companies that master the
balance between compute and clean power
will define the next century of progress.
The value of the US government deal with
Westinghouse to build new nuclear power
plants. This is a result of the demand of energy
required by the AI and big tech firms.
US$80
billion