The Trump administration just bet $80 billion that nuclear energy can power America's AI ambitions. The market has other plans. Continue Reading →
Energy
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OpenAI and Nvidia have signed a letter of intent for one of the largest AI infrastructure projects ever attempted. Nvidia plans to invest up to $100 billion to deploy at least 10 gigawatts of compute capacity for OpenAI, starting with a one-gigawatt installation scheduled for the second half of 2026 on its new Vera Rubin platform. Continue Reading →
AI is a power hog. According to the WSJ, roughly a third of domestic nuclear power plants are in talks with tech giants to supply carbon-free power for AI operations, driving a significant shift in the power industry. Continue Reading →
This is the time of year that everyone makes lofty sci-fi predictions about the future: flying cars, practical AI, nuclear fusion… hold on a sec… these are no longer lofty sci-fi predictions. Continue Reading →