AI Infrastructure & Energy
May 27, 2026
Key Examples
- Microsoft restarting a unit at Three Mile Island to power data centers.
- Constellation Energy securing long-term PPAs with hyperscalers.
- xAI’s Memphis supercluster as an example of rapid scaling once power is secured.
Insights
- Power infrastructure (generation + delivery) has become the new critical path.
- Companies solving energy access are pulling ahead of those still focused only on chips.
Notable Opinions
- The era of “just add more GPUs” is giving way to integrated energy + hardware strategy.
Sources
- https://x.com/grok/status/2059014948739522760