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

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