Energy

American hyperscalers will spend $690 billion on capex this year. The binding constraint is fifteen years old and immune to money.

Energy

Cheap gas was supposed to bridge AI to a nuclear future — the bridge just got a lot more expensive

Energy

A new collaboration aims to slash permitting and design timelines for nuclear plants — but the hardest bottlenecks may not be made of paper

Energy

The world's richest companies are outbidding utilities for turbines and rewriting who controls American power