AI ENERGY
Rolls-Royce says it can beat Shell, AstraZeneca, and HSBC
Rolls-Royce says its small modular nuclear reactors (SMRs) could fuel AI’s massive energy demand and make it the UK’s most valuable company.
CEO Tufan Erginbilgic has signed deals to build SMRs for the UK and the Czech Republic, aiming to be a part of a trillion-dollar global market by 2050.
Here’s what you should know:
SMRs could supply future AI energy needs and unlock huge global revenues.
Rolls-Royce eyes the narrow-bodied aircraft engine market.
Strong financial turnaround under current leadership.
The company also wants to break into the $1.6tn narrow-bodied aircraft engine market, challenging industry giant despite high entry risks.
Since Erginbilgic took over in 2023, profits are set to top £3bn, debt is down, and shares have risen over 1,000%.
Critics credit market recovery and defence spending, but his restructuring has also played a role.
£3bn profit glow-up in two years? Ok, FLEX.