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zerohedge.com 8/10 ?

Army Announces Next Steps On Janus Program For Next-Generation Nuclear Energy

As part of next steps for the Janus Program, the Department of Army said that it has selected nine installations for consideration in which to site microreactor power plants, and the Defense Innovatio...

zerohedge.com 8/10 ?

DOE And NRC Sign Addendum To Fast Track Commercial Reactor Licensing

The Department of Energy (DOE) and the Nuclear Regulatory Commission (NRC) recently signed Addendum No. 9 to their 2019 Memorandum of Understanding (MOU), paving the way for faster follow-on licensing...

zerohedge.com 8/10 ?

The Microreactor Race Is On

Authored by Duggan Flanakin via RealClearEnergy , For the past half century, successive Presidential administrations and the Nuclear Regulatory Commission have thwarted the development of advanced rea...

zerohedge.com 8/10 ?

Nuclear Stocks Soar After Report Trump To Sign Order Streamlining Reactor Approvals

President Donald Trump is expected to sign executive orders as early as Friday to boost the nuclear energy industry by streamlining reactor approvals and reinforcing fuel supply chains, Reuters report...

zerohedge.com 8/10 ?

Goldman: Local Resistance Against Data Centers "Are Not Slowing Development"

Fierce winter weather across the eastern half of the U.S. put the power grid, data centers, and electricity prices back in focus, especially in the Mid-Atlantic, where Washington, D.C., logged its lon...

zerohedge.com 8/10 ?

Behind The $500 Billion Data Center Boom: Here's Who Makes All The Key Components

One year ago, we published a primer on the beating heart of the AI bubble - the data-center - which in September 2024 represented at $215 billion investment opportunity. Not surprisingly, it was one o...

zerohedge.com 8/10 ?

Goldman Warns DRAM Shortage Not The Only Bottleneck In AI Data Center Buildouts

We've coined the term "The Great Memory Crunch" to describe how data centers are absorbing a massive share of the world's high-bandwidth memory (HBM) supply, diverting much-needed capacity away from c...

zerohedge.com 8/10 ?

SpaceX In Advanced Talks To Combine With xAI: Report

First Reuters and Bloomberg last week, and now Bloomberg reports again early Monday that Elon Musk's SpaceX is in advanced talks to combine with his artificial intelligence firm xAI. The move appears ...

zerohedge.com 8/10 ?

Cameco, Nuclear Names Soar After US Government Invests $80BN In Nuclear Reactors

WHAM: White House Asset Management strikes again. Back in May, immediately after Trump issued his "nuclear" order (a day which was the unofficial start of Trump's new Industrial Policy, and which the ...

zerohedge.com 8/10 ?

"No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out Amid Data Center Buildout

America's largest power grid has issued multiple ' Maximum Generation ' and ' Load Management ' alerts this summer, as summer heat pushes power demand to the brink with air conditioners running at ful...

zerohedge.com 8/10 ?

AI "Circle Jerk" Rages On: Microsoft, Nvidia Invest $15 Billion In Anthropic

Two months ago, when nobody was talking about the coming AI debt tsunami needed to bankroll trillions in data-center capex, and nobody was paying attention to Oracle's CDS quietly blow out, and well a...

zerohedge.com 8/10 ?

The Shocking Math: Paying For AI Capex Will Require Over $1 Trillion In New Debt By 2028

By Vishwanath Tirupattur, global head of quant strategy at Morgan Stanley Gen AI and technology diffusion is rapidly reshaping the global economy and remains a key theme for markets across sectors and...

zerohedge.com 8/10 ?

College-Educated Oversupply Crisis Worsens

The widening mismatch between an oversupply of college-educated workers and a deepening shortage of talent for non-degree, hands-on jobs has grown even more pronounced. Bloomberg reports that the late...

zerohedge.com 8/10 ?

Trump Admin To Lend "Hundreds Of Billions" To Build Nuclear Power Plants

While the market is finally starting to grapple with the most unpleasant question of who will plug the funding gap needed to build out all the data centers required to make the AI dream a reality, a g...

zerohedge.com 8/10 ?

German Chancellor Merz Admits Shutting Down Nuclear Energy Production Was A "Severe Strategic Mistake"

Via The Last Refuge, Germany has a severe electricity shortage and cost problem , and it’s getting worse. German Chancellor Friedrich Merz recently made the admission that shutting down the German nuc...

zerohedge.com 8/10 ?

The US Shows A Way Out Of Germany's Energy Trap

Submitted by Thomas Kolbe Big developments are underway in Tennessee and Alabama . Over the next five years, the joint Japanese-American project will bring several so-called small modular reactors (SM...

zerohedge.com 8/10 ?

Oklo's Isotope Business: Atomic Alchemy

Submitted by Tight Spreads Oklo is one of the most impressive nuclear companies in the public equities market. They uniquely and strategically intersect arguably the most important themes today: energ...

zerohedge.com 8/10 ?

Goldman Flags Must-Own Defense Stocks Amid Pentagon's Shifting Priorities

We recently unveiled our " Hemispheric Defense" theme to subscribers following President Trump's announcement of the multibillion-dollar missile defense initiative, dubbed the " Golden Dome for Americ...

zerohedge.com 8/10 ?

Deep Staters On Edge As DOGE's DoD Strike Team Hits Pentagon With Sweeping Contract Cuts

The U.S. Department of Defense has failed every single financial audit since audits began in fiscal year 2018. Despite commanding the largest budget of any federal agency—nearly $850 billion annually—...

zerohedge.com 8/10 ?

High Taxes, Power Bill Crisis Send Maryland Gov. Moore's Poll Numbers To Record Low

Left-wing Maryland Gov. Wes Moore’s approval rating has slid to a new record low as the Democrat darling, seen as Soros-friendly and as having aspirations to become the Democratic Party’s 2028 nominee...

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