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AI Has a Power Problem. Nuclear Has a Customer. image
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AI Has a Power Problem. Nuclear Has a Customer.

NIB August 4, 2026
The explosive acceleration of artificial intelligence computing has confronted technology hyperscalers with a fundamental physical bottleneck: regional...
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DEPLOYMENT WINDOW: OPEN
SMR Market Intelligence Report 2027
SMR MARKET
INTELLIGENCE REPORT
THE CAPITAL ALLOCATOR'S PLAYBOOK
11+ GW hyperscaler commits 23–30% LCOE cut via tax stack HALEU deficit exposed 2033 construction deadline
⚠ WINDOW CLOSES BEFORE SCALE-UP
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