The Department of Energy just committed $2.7 billion in contracts to ramp up domestic uranium production. On the surface, this is about energy infrastructure—but there's more going on here.

Why miners should pay attention? Uranium powers nuclear plants, which generate the baseload electricity that data centers run on. When energy costs shift, it ripples through the entire infrastructure stack. More domestic uranium capacity could influence long-term power prices in key mining regions, especially in areas dependent on nuclear or grid-stable energy sources.

For proof-of-work networks and data center operations, energy availability and pricing remain structural constraints. Government investment in uranium production signals a policy direction: strengthen domestic energy independence. Whether this eventually eases pressure on electricity costs for compute-heavy operations depends on timelines and capacity deployment. Still, worth monitoring if you're thinking about power costs, grid stability, or how macro energy policy shapes the economics of running distributed networks.