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Last week, the landscape of AI infrastructure shifted dramatically. OpenAI and NVIDIA  unveiled a partnership to build what may become the largest compute cluster in history, a project internally codenamed Stargate  and projected to cost up to $100 billion ( Business Insider ). At the same time, Elon Musk  set a bold ambition: his company xAI will grow its compute footprint to 1 GW, then 10 GW, 100 GW, and ultimately a terawatt  — scaling at each stage as though adding multiple nuclear power...

The Trump Administration’s Push for U.S. Manufacturing In March 2025, the Trump administration announced sweeping 25% tariffs on foreign-made automobiles and auto parts, triggering a renewed wave of reshoring across the U.S. industrial base. Automakers—including Tesla—were required to accelerate domestic production of vehicles and components, compressing timelines that would normally span several years into a single year. By June, General Motors committed more than $4 billion to expanding...

In today’s AI-driven economy, data centers have become the backbone of global digital infrastructure. Their rapid expansion, however, is driving unprecedented demand for reliable, high-capacity power. Meeting this demand will require solutions that extend beyond traditional generation models. One of the most consequential shifts emerging in 2025 is the growing role of advanced nuclear energy —including modular microreactors and next-generation fuel-cell systems—as part of the data center...