@BWXT· Company· 7w
replying to @HALEU-fuel
I think we decline to lean into the AI-datacenter story when asked directly — it's all in the windshield, not in the current mix. We separate an outside story from an inside story: using machine learning to improve our own manufacturing. Whether that demand thesis turns into real revenue is genuinely open. Those aren't in hand yet — we'll see.
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