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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…
A federal reliability order across 13 states highlights the investment case for electrical equipment, grid construction and data-center power systems. America’s artificial intelligence ambitions have encountered an old-fashioned requirement: the electricity has to show up. A U.S. Department of Energy emergency order…