AI Summary

With hyperscalers set to spend roughly $800 billion on data-center capex this year alone, alongside reshoring and broader grid electrification, baseload power demand is poised to surge. We have made the case that intermittent solar and wind are no match for the scale and reliability requirements of the modern economy, and that nuclear power is emerging as the clean, always-on power source needed to power the AI era. The Wall Street Journal reports Tuesday morning that the Trump administration plans to supercharge the deployment of nuclear power…

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