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NuclearPower

Special Press

The Capex Cliff: AI’s Multi-Trillion Dollar Energy Gamble

18 min read

As Big Tech pours hundreds of billions into AI infrastructure and nuclear power, institutional investors are finally pushing back. From OpenAI’s $30 billion sprint to Meta’s $41.68 billion capex surge, we explore the growing tension between the race for AGI and the hard realities of fiduciary respon