CCJ

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Nuclear Energy Stocks

27 Mar 2026 2 minute read 0 comments Perfectionist25

AI data centers were not foreseen in any scenario in which the power grid was designed today. A ChatGPT query consumes 10 times more energy than a Google search. Agentic workflows increase this even further. Hyperscalers require hundreds of gigawatts...

From Electrons to Economic Value: The 5-Layer AI Cascade and Why Every Layer Matters

21 Mar 2026 3 minute read 1 comment Perfectionist25

When I added the years to these 5 layers, this is what formed in my mind. Energy and chips are already active, infrastructure is currently being built, models will mature by 2027, and applications will consolidate economic value in 2028-2030. This is...