Brilliant breakdown of the nuclear renaissance! The observation that AI didn't make nuclear easy but made reliable power valuable again is such a clean way to frame it. What I find most intresting is how this mirrors other infrastructure cycles - when a commodity flips from abundant to scarce, dead categories suddenly become investable. I worked adjacent to data center planning in 2019 and everyone treated power as infinite and cheap, now hyperscalers are scrambling for generation capacity like it's 1950. Your point about most investors targeting 2030+ deployment is key tho, lots of people gona get burned chasing this trend too early.
Yea this is news that has hit over and over again. See Ford announcing they are closing down much of their EV ambitions and pivoting to selling batteries for data centers. So much spend is happening here that every industry is seeing how they can get a piece of the action.
Brilliant breakdown of the nuclear renaissance! The observation that AI didn't make nuclear easy but made reliable power valuable again is such a clean way to frame it. What I find most intresting is how this mirrors other infrastructure cycles - when a commodity flips from abundant to scarce, dead categories suddenly become investable. I worked adjacent to data center planning in 2019 and everyone treated power as infinite and cheap, now hyperscalers are scrambling for generation capacity like it's 1950. Your point about most investors targeting 2030+ deployment is key tho, lots of people gona get burned chasing this trend too early.
Yea this is news that has hit over and over again. See Ford announcing they are closing down much of their EV ambitions and pivoting to selling batteries for data centers. So much spend is happening here that every industry is seeing how they can get a piece of the action.