Locator: 50333NUKE.
From the blog, last October 21, 2025 (it seems a lot longer ago -- but less than a year wow -- so much has happened since October, 2025) -- the link:
Constellation Energy: cover story in Barron's this week. Really amazing. Link here. Includes an interactive map.
That Barron's article is incredibly long for a business article.
At the time, the lede:
But now. "oh-oh." Link here.
2031? That's five years from now.
Holy mackerel -- I had a long conversation with ChatGPT about two weeks ago and the chatbot predicted this -- that the hold-up on all these midwest-to-East-coast AI projects would be PJM. Wow.
It's all about the infrastructure -- in this case, transmission lines.
Everywhere I look, AI is not leading to a loss of jobs; quite the contrary. Any doubt on that? Take a look on the TSMC story in Phoenix, posted just a few days ago.
That reminds me, one of my best posts ever on why TSMC chose Phoenix -- link here.
And one of my favorite clippings sent to me by a reader:
Wow, that was quite a rabbit hole.
