Tag: nuclear energy

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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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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AI’s Next Gold Rush Is About Power, Not Models
AI Industry • August 13, 2026

AI’s Next Gold Rush Is About Power, Not Models

The AI industry loves a magic trick. A new model appears, benchmarks jump, context windows grow, agents get smarter, and millions of people stare at a chat box wondering what just happened. But behind that apparently weightless software sits something brutally physical: warehouses full of accelerators, substations, cooling systems, fiber connections and industrial quantities of […]

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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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