The Shadow Utility: Meta's 6.6GW Nuclear Maneuver
Meta isn't just buying chips anymore; it's buying nations' worth of power. With a 6.6GW nuclear portfolio across Vistra, Oklo, and TerraPower, Big Tech is effectively seceding from the public grid.
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3 articles
The Equity Utility: Nationalizing the AI Energy Chain
The US government is quietly nationalizing the AI energy supply chain, creating a 21st-century version of state-managed infrastructure that clashes violently with the administration's anti-socialist rhetoric.
The Nuclear Truckstop: SMRs & Semis
The grid can't handle 500 electric semi-trucks charging at once. The solution? Embedding Small Modular Reactors (SMRs) directly into logistics hubs. This analysis explores the engineering reality of the 'Megawatt Hub'.