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Nuclear Power and the AI Infrastructure Race
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

Todd Colpron
2 days ago5 min read


Insights from the Inaugural Data Center POWER eXchange Summit : Bridging the Power & Digital Infrastructure Divide
Executive Summary POWER’s inaugural Data Center POWER eXchange (DPX) Summit convened utilities, hyperscalers, regulators, financiers, and developers to address the accelerating collision between data center demand growth and grid capacity. AI-driven load expansion is materially outpacing grid planning, permitting, and build-out timelines—raising reliability, cost, and political risks. Former federal energy regulators and utility CEOs highlighted a dual challenge: maintaining

Todd Colpron
3 days ago3 min read


Power Is the New Silicon: Why Energy Availability Now Dictates AI Valuation
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

Todd Colpron
4 days ago3 min read


The Infrastructure Behind Intelligence: Why AI's Next Bottleneck Isn't Talent—It's Power
In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and...

Rich Washburn
Aug 22 min read


Vanishing Power: Seizing the Final Natural Gas Turbines for AI Infrastructure
A stealth scramble is underway in the global energy supply chain. For AI infrastructure builders, the window to secure high-capacity...

Rich Washburn
Jun 272 min read


Race for Compute: How GPT‑5 Is Fueling a New Infrastructure Arms Race
Multimodal AI, autonomous agents, and trillion-parameter models are coming—and enterprise demand for high-capacity GPUs is outpacing...

Rich Washburn
Jun 173 min read


Tariff Shockwaves: Trump’s Middle-Class Tax Gambit and the New Investment Frontier
President Trump’s proposed income-tax elimination for Americans earning under $200,000 signals a structural pivot in U.S. economic...

EC
Apr 283 min read


Capital Markets’ $3.7 Trillion Dilemma: Unlocking Growth Through Quality Deal Flow
The global private capital market faces a paradoxical challenge: a record $3.7 trillion in uninvested funds, commonly referred to as...

EC
Jan 233 min read


Navigating the Future of IPOs and Generative AI: Trends, Insights, and Predictions
The global financial landscape is on the brink of transformation as IPO markets, generative AI innovation, and M&A activity converge to...

EC
Jan 233 min read
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