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Alex Davis’s Dallas investment firm plans roughly 10 major investments, putting fresh financial muscle behind artificial intelligence, defense technology and the infrastructure that connects them. Disruptive is bringing a rather substantial checkbook to a very selective dinner party. The Dallas-based investment firm…
A conditional federal financing commitment puts existing reactors at the center of America’s AI infrastructure race, with implications for NVIDIA, nuclear utilities, uranium producers and critical-minerals suppliers. America’s artificial intelligence ambitions have encountered an old-fashioned requirement: electricity that arrives when requested. On…