Why Microreactors Are Back — and Why NANO Nuclear Is First in Focus Artificial intelligence is no longer constrained by algorithms or silicon alone. It is increasingly constrained by power—and more specifically, by the kind of power that can operate continuously, predictably, and at scale. As AI systems grow in complexity and ambition, they are placing unprecedented demands on physical infrastructure. Training and operating frontier models requires electricity that behaves le

When a power system fails during a natural disaster, there is no luxury of long planning cycles, regulatory indecision, or theoretical optimization. Hospitals need electricity. Communications must come back online. Water systems, logistics hubs, and emergency command centers cannot wait for utility upgrades or multiyear grid studies. In those moments, power is deployed the only way that matters: fast, reliable, and sufficient to meet real demand. What is becoming increasingly

For the better part of the last decade, the story of artificial intelligence infrastructure has been a story about silicon. Who could secure the most advanced GPUs. Who had priority access to next-generation accelerators. Who could outspend competitors on hardware, packaging, and interconnects. That narrative is no longer sufficient. Today, the defining constraint on AI scale is not compute—it is power. Reliable, dispatchable, near-term power. And increasingly, the market is

There is a habit, common in fast-moving industries, of mistaking the most visible problem for the most important one. In artificial intelligence, that habit has taken the form of an obsession with chips. We speak of shortages, races, allocations, and breakthroughs, as if the future of AI were decided solely by silicon. It is not. Artificial intelligence does not ultimately run on chips. It runs on power, land, and permission. And those are in far shorter supply. A recent anal

Executive Summary AI compute demand is growing faster than the U.S. grid can supply; traditional renewables alone cannot meet 24/7 load requirements. Nuclear—large-scale fleets, SMRs, and long-duration baseload PPAs—is re-emerging as a critical enabler of hyperscale data-center reliability. The overlooked story: nuclear is not just a clean-energy asset; it is a long-duration capital instrument , allowing operators to lock in stable, predictable economics for decades. Transmis

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