Gigawatt-scale electrical generation and datacenter thermal dissipation have superseded algorithmic theory as the primary pacing constraints for frontier AI, compelling direct integration with advanced nuclear and geothermal baseload infrastructure. marginalrevolution.com

2026-10-10: Nuclear Capacity Uprates

Google signed a 20-year, .3 billion power purchase agreement with Constellation Energy to fund capacity uprates across 11 existing nuclear reactors in Illinois, Pennsylvania, and New Jersey. Modernizing turbines, steam generators, and digital instrumentation unlocks 890 MW of firm, zero-carbon baseload for datacenters—adding the electrical equivalent of an entire new reactor to the PJM grid while sidestepping the decade-long regulatory lead times and capex of greenfield nuclear construction. neutronbytes.com