Tag: electricity demand

Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.
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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Why Nuclear Stocks Are So Volatile Despite the AI Power Boom
Finance • September 19, 2026

Why Nuclear Stocks Are So Volatile Despite the AI Power Boom

The bullish case for nuclear power has become unusually easy to understand. Artificial intelligence needs data centers, data centers need enormous quantities of electricity, and the technology industry increasingly wants power that is both reliable and low-carbon. The numbers are large enough to change the electricity market. Lawrence Berkeley National Laboratory estimated in 2026 that […]

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AI’s Next Bottleneck May Be Public Permission, Not Computing Power
AI Industry • August 27, 2026

AI’s Next Bottleneck May Be Public Permission, Not Computing Power

AI companies have spent the past few years worrying about access to GPUs, electricity, capital and enough physical infrastructure to keep increasingly powerful models running. The next constraint may be harder to order from a supplier. It may be permission. Anthropic is reportedly preparing to identify negative public sentiment toward artificial intelligence and data centers […]

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Europe’s Heatwaves Are Turning HVAC Stocks Into a Climate Adaptation Trade
Investing • June 30, 2026

Europe’s Heatwaves Are Turning HVAC Stocks Into a Climate Adaptation Trade

Europe’s relationship with air conditioning is getting awkward. For decades, much of the continent treated AC as a Southern European luxury, an American excess, or an environmental own goal. But repeated heatwaves are forcing a colder calculation: buildings designed for mild summers are increasingly bad at keeping people alive, productive, and comfortable when temperatures spike. […]

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