AI BIG PICTURE

Power Buildout

Where the capex lands in POWER — the real bottleneck. Nuclear-for-AI (SMRs, Oklo/X-Energy), gas turbines (the Colossus permit fights), grid deals, and the energy-justice/permitting battles. Category meta under where-the-capex-lands.

Nuclear for AI Grid & Turbines Meta Gas Pivot

STATUS · OPEN OPENED · 2026-07-24 LAST SEEN ·

SpaceX Microsoft Amazon AWS Oracle

2026-07-27 — The power book, four actors ⟨crawl 2026-07-27⟩

Google: solar-dominant (TotalEnergies 1GW/28TWh · Clearway 1.17GW) + TVA/Kairos — the first US Gen-IV utility PPA (2030).
Microsoft: TMI/Crane restart tracking 2027 (DOE $1B loan, NRC/FERC cleared) · Chevron Kilby $7B/2.7GW/20yr · ~40GW renewables claimed (secondary, unreconciled vs a 34GW figure).
Amazon: Talen/Susquehanna 1.92GW firm 17-yr (~$18B, restructured to dodge the FERC kill) · X-Energy SMR option to 5GW-by-2039.
Meta — the reversal: QUIT RE100, pivoting to a 7.5GW GAS buildout (07-23/24) even while holding a ≤6.6GW nuclear RFP (Oklo/TerraPower/ Vistra) + NextEra 2.3GW solar. The clean-power consensus broke first at Meta.

2026-07-24 — Opened

Thread opened (ben-steer) — meta-thread — groups the child threads below. ⟨steer 2026-07-24⟩

The Projection

Power Buildout

2026-07-27 — The power book, four actors ⟨crawl 2026-07-27⟩

2026-07-24 — Opened

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