US AI Power in Three Stages: 10GW+ Nuclear Contracts, Geothermal Live, SMRs Permitting
ingliguori · x · 2026-10-29
US AI infrastructure energy spans three distinct stages — the key is not to confuse contracts, permits, and actual power: Big Tech has contracted over 10 GW of nuclear capacity, advanced geothermal project Fervo Cape Station is operational, and SMRs are receiving construction permits. Each path sits at a different maturity stage, and deliverable power lags far behind headline contract figures.
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