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Everyone’s talking chips.
Nobody’s talking electricity.
AI data centers are projected to consume more power than entire countries by 2030.
Grid bottlenecks = delays + 76% price spikes.
This is why Microsoft is restarting nuclear plants and hyperscalers are building their own power.
The AI flywheel runs on electrons… and whoever solves the verifiable coordination layer wins.
What’s your take nuclear renaissance or grid collapse first?