Energy Markets - Janmuse

The Physical Squeeze: Why AI Can’t Escape Reality

October 20, 202617 min read

AI infrastructure is hitting a wall, but it's not the code. It's the water, the power, and the debt. As data centers scale, they are colliding with municipal water mandates, shifting international energy markets, and forcing a complete restructuring of the real estate bond industry. Join us as we ex

Special Press

The Nuclear Pivot: How Big Tech is Rewiring the Power Grid for AI

September 15, 202618 min read

The rapid expansion of AI infrastructure is creating an energy crisis that conventional renewables can't solve. Discover how Big Tech is bypassing traditional utilities by betting billions on nuclear energy and small modular reactors (SMRs). From government-backed plant restarts to the race for the