PodcastConcrete ComputeOctober 7, 2026
Who Pays for 890 Megawatts of New Nuclear? — October 7, 2026
A daily brief on AI infrastructure: Google and Constellation nuclear power deals in PJM, a conditional DOE loan for Vistra, a McKinsey power-demand forecast, private credit lending scrutiny, and a Pennsylvania data center with fuel cells.
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