The "Reverse-Polish" reality of AI is that the more efficient we make the chips, the more chips we deploy, and the more complex the models become. The hyperscalers want the green electrons to satisfy their net-zero pledges, but the physical copper and transformers required to move that power often fall on the rate-paying public or the state. If 63% of investors are right and AI is the new driver of nuclear planning, the "public service" aspect of the grid is about to become a secondary concern to the "compute-ready" requirements of Big Tech.
Author: Michael Kern
Published at: 2025-12-28 22:00:00
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