Tag: baseload power

AI Industry • October 13, 2026

Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.

Google does not know what Gemini will look like in 2046. It does not know which chips will train its models, how efficient those chips will become, whether today’s transformer architectures will still dominate artificial intelligence, or even whether people will still describe the technology using the same vocabulary. It is nevertheless buying electricity as […]

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AI Industry • June 1, 2026

Vistra Stock: The AI Power Trade Is No Longer Just a Story

Vistra has become one of Wall Street’s favorite answers to a very geeky but very real question: who powers the AI boom when the servers start eating the grid? The Texas-based power producer is no longer just another utility name. It is now one of the most visible “AI power proxy” stocks, thanks to a […]

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