SMR
Startups
Valar Atomics Raises 50M for Nuclear Reactors Powering AI Data Centers
Valar Atomics raises 50M at B valuation to build small nuclear reactors for AI data centers, five months after achieving nuclear criticality at Los Alamos.
Infrastructure & Cloud
Silicon Valley’s Shadow Power Grid: Big Tech Builds Its Own Off-Grid Energy Empire
At least 46 behind-the-meter data centers totaling 56 GW bypass public grids. Natural gas dominates as hyperscalers race to power AI.
Infrastructure & Cloud
Nuclear-Powered Data Centers: Microsoft, Google, and the AI Energy Gamble
The Energy Math Behind the AI Boom Training a large language model at the scale of GPT-4 consumes roughly 50 gigawatt-hours of electricity — enough to power thousands of homes for a year, burned in a matter of weeks. That figure does not include inference, the continuous
AI & Automation
AI’s Energy Crisis: The Trillion-Dollar Power Problem Behind the AI Boom
The Power Problem Is Here The AI revolution runs on electricity, and electricity is running short. Training a single frontier model like GPT-4 consumed an estimated 40 to 50 times the energy of GPT-3 -- itself a 1,287 MWh training run equivalent to powering 120 US households for a year.
