The Gigawatt Compute Bottleneck
The primary constraint on frontier artificial intelligence scaling is no longer chip supply—it is power grid interconnection. Running continuous frontier training clusters and millions of concurrent inference queries requires gigawatts of 24/7 baseload electricity.
Big Tech Pivots to Clean Nuclear Energy
Microsoft, Amazon, and Google have signed historic multi-decade power agreements: restarting the Three Mile Island nuclear facility, investing in Small Modular Reactor (SMR) development, and drilling enhanced geothermal energy fields adjacent to hyperscale data center campuses.
