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Why AI Is Reviving Nuclear Power: The 945 TWh Data-Center Surge Behind Big Tech's Reactor Deals

Why AI Is Reviving Nuclear Power: The 945 TWh Data-Center Surge Behind Big Tech's Reactor Deals

On July 1, 2026, a startup reactor powered live Nvidia AI chips in Utah — a US first. It's the flashiest sign of a bigger shift: global data-center electricity use is projected to roughly double to about 945 TWh by 2030, and AI is the main driver. That&
Carus Cha 07 Jul 2026
Is AI a Bubble? What the 2026 Capex-to-Sales Ratio Actually Shows

Is AI a Bubble? What the 2026 Capex-to-Sales Ratio Actually Shows

TL;DR — The five biggest US hyperscalers will spend $660–690 billion on AI infrastructure in 2026 — nearly double 2025 — pushing their capex-to-sales ratio to roughly 34%, already above the 32% peak hit at the height of the dot-com bubble in 2000. Bulls point to real, fast-
Carus Cha 04 Jul 2026

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