Demand For Data CentersThe fervent demand for nuclear energy powered datacenters has cooled significantly in recent months with Microsoft announcing data center investments slowing and AI models becoming much more efficient.
Inorganic GrowthInorganic growth is a major part of the CDRE story and valuation, and in the current environment we expect deals will likely be delayed, slowed, and the cost of borrowing to increase.
Revenue Guidance2025 revenue guidance is below consensus expectations, partly due to government procurement and tariff disruptions.