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

In the second quarter of 2025, the world’s leading AI companies poured over $100 billion into data centers, compute infrastructure, and power systems. That’s not a typo. It’s a new normal. What’s unfolding isn’t just a generational tech wave—it’s a capital supercycle. And this one has metal behind it. At Eliakim Capital, we’re not watching this from the sidelines. We’re directly involved—brokering and advising on the infrastructure moves that are shaping this race: high-perfo

I always walk away from conversations with new perspectives, and this morning’s chat with Jimmy Hayes at Data Power Supply was no exception. Jimmy has a rare, 360° view of data-center deployments—everything from reciprocating engines and microgrids to UPS systems and switchgear. In most projects, power and compute teams operate in parallel universes: one is sizing transformers while the other is racking NVIDIA H100 GPUs. Rarely do they collide—and that’s where crucial gaps em