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Nuclear Energy and Small Modular Reactors (SMR)

2 articles on this topic, newest first.

Texas Solar Passed Nuclear. The Real AI-Era Trade Isn't the Panel

Elon Musk says solar's exponential growth will make nearly every other power source disappear. The direction is right, but the investable story runs through storage, grids, transformers and interconnection, not solar modules alone.

Investing

Why Google Bought 22 Years of Electricity Before More AI Chips

Even with money for GPUs, AI cannot run without power. Google's 13 billion euro bet on Finland points to a bigger shift than data center expansion: the AI bottleneck is moving from compute to electricity.

Tech