Load Up on Nuclear Before the Data Center Energy Race Accelerates

AI summary

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That has pushed Microsoft, Amazon, and Google toward direct purchase agreements for nuclear power with utilities and small modular reactor developers, with ... Load Up on Nuclear Before the Data Center Energy Race Accelerates