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NextEra CEO: we'll build the power for AI, but won't own the data centers
6 takeaways: why a two-year-old demand forecast is already obsolete, the restart of a shuttered nuclear plant for Google, and the one expansion John…
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CleanSpark chief business officer on AI: "We have approximately 2% market penetration"
7 takeaways: why cost basis decides which Bitcoin miners survive, how a $45M mine beats an $8B AI data center, and why noise complaints are the…
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Link Ventures founder: 90% of Anthropic's new code is already written by Claude
6 predictions: Big Tech's $3T AI bet compared to 10 Apollo programs, MIT's AI performing "brain surgery" on another model, and a hacker-driven…
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"This year, 100% growth. Next year, over 100% growth": AMD CEO on compute demand
3 numbers: AMD data-center sales grew over 40% last quarter and are on pace to double again in 2027, with new racks already live at Anthropic, OpenAI…
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Humanity's future in space turns on its first birth or first combat death — Voyager CEO
11 takeaways: Why SpaceX's capital efficiency split the space industry, why orbital data centers are a real business, and why the moon is no backup plan…
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"It's actually getting the fuel": General Matter CEO on nuclear power's real bottleneck
10 takeaways: Why a 2028 ban on Russian uranium leaves US reactors short, how 1970s interest rates stalled nuclear, and why General Matter chose…
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$500/kg is the launch cost where orbital data centers beat Earth's, Starcloud CEO finds
9 takeaways: A satellite built for $2.5M against a $75M-$100M quote, why chip failures worry Starcloud more than cooling, an 88,000-satellite plan, and…
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Brookfield CEO: AI demand could even decline and supply would still fall far short
9 arguments: Why sovereigns are backing AI data centers in France, Sweden and Qatar, why storage is Brookfield's fastest-growing energy business, and…
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40%-plus growth for 2 more years, backed by a $580B backlog — AWS CEO
7 numbers: A $184B business growing 39%, an AI chip installed every 14 seconds, Trainium sold outside AWS from next year, and why Anthropic's AWS bill…
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"We're operating at the rule of 57": ServiceNow CEO on AI-driven growth
3 takeaways: why a 2-cent EPS miss doesn't worry him, the "kill switch" built with Nvidia, and a token-consumption number growing 13x a year
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The Bitcoin-to-AI pivot was the plan all along, says Crusoe CEO
4 takeaways: Why Crusoe modeled itself on Exxon, how flared gas and Bitcoin funded a $31B AI company, and why he only deeply trusts 3-4 people
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Exelon CEO on demand: "one gigawatt... the equivalent of one nuclear reactor"
4 takeaways: why Exelon is spending $41.7B even though it owns no power plants, the Pennsylvania rate case it withdrew, and the security cost of a…
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