Hi Dotikers!

AI is hungry. Very hungry. Global data centers currently consume 460 TWh per year. By 2030, that figure is expected to double to 945 TWh, equivalent to Japan's entire electricity consumption. And AI will be the main driver of this explosion: its share of data center consumption is projected to jump from 5-15% today to 35-50% by the end of the decade.

Facing this energy abyss, tech giants have stopped pretending. Microsoft just signed a 20-year deal to restart the Three Mile Island reactor, yes, the one from the 1979 accident. The symbolism is powerful: what once embodied nuclear fear is now the solution to power ChatGPT. Google has committed to Kairos Power to deploy a fleet of small modular reactors by 2030. Amazon is pouring billions into nuclear through X-energy and its campus near the Susquehanna plant. Meta is hunting for 1 to 4 GW of nuclear capacity for its future data centers. All told, Big Tech signed for over 10 GW of new nuclear capacity in the past year alone.

MIT Technology Review has logically named next-generation nuclear reactors among its 10 Breakthrough Technologies of 2026. These SMRs (Small Modular Reactors) promise to be factory-built, deployed faster, and installed right next to data centers. On paper, it sounds great. In reality, no SMR is operational yet in the US or Europe. The only working examples are running in Russia and China.

The irony is delicious: Silicon Valley, which sold us the 100% renewable dream just five years ago, is rediscovering the virtues of the atom. When your Nvidia GPUs consume as much as a small town, solar panels just don't cut it anymore.

Alex.