2025.10.29 | 133% Load Jump: Why AI Demands $80 Billion for New Nuclear Power

The massive energy needs of AI are rewriting the rules for US power infrastructure, forcing an $80 billion commitment to build new nuclear reactors. We break down the landmark regulatory shifts, including the removal of certain greenhouse gas reduction requirements for federally backed projects, as the government scrambles to enhance grid reliability and supply. Discover how this urgency is driving M&A activity, signaling a T&D super cycle, and creating conflicts over cost allocation. Tune in to understand the fundamental tension between future growth powered by AI data centers and funding the present resilience needed to keep the lights on for existing customers.