Tag: energy infrastructure

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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Oklo Explained: How Its Advanced Nuclear Business Model Works
Big Tech • September 15, 2026

Oklo Explained: How Its Advanced Nuclear Business Model Works

Oklo is usually described as an advanced nuclear reactor developer. That description misses the part of the company that most directly determines whether its economics can work: Oklo intends to own the plants it builds and sell the electricity itself. That is a meaningful departure from the familiar nuclear model in which a reactor vendor […]

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Oklo plunges 9% as nuclear stocks extend a brutal selloff
Finance • September 13, 2026

Oklo plunges 9% as nuclear stocks extend a brutal selloff

Oklo just reminded investors that the nuclear renaissance trade can be radioactive in more ways than one. Shares of the advanced reactor developer fell 9.18% on Friday, September 11, closing at $36.22, as concerns over shareholder dilution collided with another ugly session for nuclear and uranium stocks. The pressure was not limited to Oklo. The […]

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The Building That Cannot Think Until Someone Gives It Power
AI Industry • September 9, 2026

The Building That Cannot Think Until Someone Gives It Power

A room full of GPUs sits in the dark. Not because the model failed. Not because the chips are late. Not because someone discovered a fatal flaw in the architecture. There is simply not enough power to switch the building on. For most of the AI boom, the industry has talked about compute as if […]

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SpaceX Doesn’t Just Need Wall Street Anymore. It Needs Gas.
Future Tech • September 1, 2026

SpaceX Doesn’t Just Need Wall Street Anymore. It Needs Gas.

SpaceX spent June proving that Wall Street was willing to fund Elon Musk’s next act. Now comes the harder part: building the industrial machine behind it. The company’s new $100 billion Starbase Louisiana project is designed to operate on a scale that looks less like a conventional launch site and more like a vertically integrated […]

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Why Riot Platforms Stock Dropped After Its AI-Driven Rally
Industry • July 6, 2026

Why Riot Platforms Stock Dropped After Its AI-Driven Rally

Riot Platforms has been one of the louder crypto-infrastructure stories of 2026. The stock rode a powerful rally into late June, helped by Bitcoin exposure and growing excitement around its AI data center strategy. Then reality bit back. As of July 3, 2026, RIOT was trading around $22.11, down sharply from its late-June highs. The […]

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