AI Growth Is Reshaping the Energy Industry

[johnblockbuster]

The Oklo and TerraPower agreements reflect a shift in how tech companies think about infrastructure ownership and risk. Oklo plans to build more than a dozen small reactors in Ohio, while TerraPower — co-founded by Bill Gates — is developing sodium-cooled reactors with built-in energy storage to better match fluctuating demand.

Together, these deals show that AI isn’t just transforming software — it’s reshaping energy markets, reviving nuclear investment, and pushing utilities and startups into the center of tech’s future. As AI workloads scale, access to reliable power may become just as strategic as access to advanced chips.

[tradelikepro]

access to electricity really becoming as strategic as access to chips is kinda nuts