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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


Speed-to-Power as Competitive Advantage: What Emergency Energy Deployments Reveal About the Future of AI Infrastructure
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

Todd Colpron
4 days ago4 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


AI’s Real Constraint . . . it is not what your think.
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

Todd Colpron
5 days ago3 min read


Nuclear Power and the AI Infrastructure Race: Why the Next Generation of Data Centers Requires a New Energy Playbook
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

Todd
Dec 114 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


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


Beyond the Tariff Wall: Strategic Implications of a Post‑China Supply Chain
With U.S. tariffs on Chinese goods now reaching up to 245 percent , the world’s largest trading relationship has crossed a structural...
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Apr 193 min read


From Private Potential to Public Powerhouse
Why Micro‑Cap Founders Choose the IPO—and How Eliakim Capital Makes It Happen Micro‑cap companies (< $500 million market cap) punch far...

EC
Apr 192 min read


Transforming Financial Futures: The Eliakim Capital Edge
In today’s dynamic financial world, where challenges meet opportunities at every turn, Eliakim Capital serves as a trusted partner in...

EC
Jan 233 min read
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