PJM auction - Janmuse

The Kilowatt War: How AI is Rewiring the World

September 15, 202618 min read

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

Special Press

The Kilowatt Ceiling: How AI’s Energy Hunger is Remaking the Grid

September 13, 202618 min read

Big Tech’s AI ambitions have hit a hard physical limit: the electric grid. With power capacity prices hitting a $15 billion peak in the PJM market, we investigate how the race for AI dominance is forcing an unprecedented pivot toward nuclear small modular reactors (SMRs). From grid-locked substation