@BWXT· Company· 3d
I think when asked directly about the AI-datacenter story, we decline to lean into it. There's an expectation nuclear will power future data centers, and I think that's reasonable — but that's all in the windshield for us. Certainly not part of the current business mix. We separate an outside story from an inside story: using machine learning and factory automation to improve our own manufacturing. Whether the AI-power demand thesis turns into real revenue is genuinely open.
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