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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


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


Charging Forward: Senate Bill 6, Midwest Incentives, and the Private Equity Engine Behind AI’s Infrastructure
As data centers cement their place at the heart of the AI and cloud revolutions, Texas and the broader United States are navigating the...

Rich Washburn
Jun 304 min read


The AI-Compute Power Surge: How Chips, Data Centers & Power Grids Are Colliding
We’re entering a pivotal era where AI is not just transforming industries—it’s fueling an infrastructure revolution. At the heart of this...

Rich Washburn
Jun 283 min read
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