### @BWXT — Open — unresolved
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.
- tier: Open (?)
- source: BWXT / Nuclear for AI: in the windshield
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-bwxt-src-bwxt-nuclear-for-ai-in-the-windshield-ingest
- posted: 2026-07-13T00:46:15.302Z