AI & Machine Learning
AI data centers set to consume 25% of US electricity by 2030 - power becomes the constraint
Hyperscalers are locking in nuclear and gas deals as AI's always-on power demands dwarf cryptocurrency mining's flexible load. The shift is real: Bitcoin miners are pivoting facilities to AI hosting, with mining revenue projected to drop from 85% to under 20% by late 2026. Energy availability, not compute capacity, now determines who can scale.