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AI's promise of infinite intelligence is hitting a very finite wall: electricity. As hyperscalers race to build massive data centers, they are running headlong into regional resource constraints, climate mandates, and a desperate need for nuclear-scale energy. From grid moratoriums to the billion-do
AI was supposed to be a low-marginal-cost software revolution. Instead, it has become the most capital-intensive industrial build-out in modern history. With data centers requiring $39.5B per gigawatt to operate and hyperscalers like Google locking into 20-year nuclear commitments, we examine the 'C
Big Tech is no longer just building software; they are building the physical bedrock of the next industrial era. From nuclear power purchase agreements to record-breaking capacity auctions, we dive into the multi-trillion-dollar race to fuel the AI revolution. Explore how the physical constraints of