AI & Energy: The Next Infrastructure Super-cycle
Dear readers, I don’t want to use complex words or long sentences here. My intention is simple — to deliver information and data in a way everyone can understand . Most conversations around AI focus on models, chips, and software. But there is one basic requirement that comes before all of that. Energy. Without continuous electricity, AI does not run. No data centers. No training. No intelligence. This blog explains why the world’s biggest tech companies are locking power for decades, why nuclear energy is returning to the centre of strategy, and why the AI race is quietly turning into an energy race . Let’s break it down — clearly and simply. AI doesn’t sleep. AI doesn’t pause. AI doesn’t wait for sunlight or wind. Data centres must run 24×7×365. No dips. No outages. No excuses. That single constraint kills the myth that renewables alone can power large-scale AI. Why Nuclear? Because AI Needs Baseline Power Wind and solar are intermittent . Batteries are not ready...