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The Price of Speed: Who Pays for the AI Boom?

Episode 12: The Price of Speed: Who Pays for the AI Boom?

Google Goes Nuclear, Bond Yields Hit the Exosphere and New York Asks for an AI Off Switch

Summary

Twenty years, twenty days. This week Google signed a twenty-year nuclear power agreement with Constellation Energy, part of a deal for nearly 3.6 gigawatts, just as America's largest power grid proposed that data centres bring their own power. At the same time, the G7 rushed emergency diesel to market within twenty days. Between those two time horizons sits the AI Supercycle.

Tim Hardwick asks what moving this quickly really costs, in…

The skinny

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