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Appears in 8 stories
Opening federal land for nuclear-powered AI data centers
Alphabet just paid $4.75 billion for a power company, securing 10.8 gigawatts of capacity—enough to power 8 million homes. Tech giants spent 2024 locking down nuclear reactors and signing multibillion-dollar energy deals because there's not enough electricity for AI.
Updated 1 hour ago
Federal projection authority for VPP capacity
For most of the twentieth century the U.S. power grid moved electricity in one direction: from large central plants to homes and businesses. A Pew Charitable Trusts report released April 28 documents how twelve states and Puerto Rico have now written rules letting aggregated rooftops, batteries, water heaters, and thermostats be dispatched together as a single power plant. The category has a name—virtual power plant, or VPP—and for the first time it is moving from utility pilots into mainstream state regulation.
Updated Apr 29
Authorizes LNG exports to non-free-trade-agreement countries
When Cheniere Energy shipped America's first cargo of liquefied natural gas from Louisiana in February 2016, the United States was a net gas importer. A decade later, the country leads the world in LNG exports, with capacity set to more than double by 2029. Venture Global's aggressive expansion—including the $15.1 billion Calcasieu Pass 2 terminal under construction since mid-2025 and a major brownfield expansion of Plaquemines LNG announced in November 2025—positions the company to produce over 100 million metric tons annually by 2028, rivaling Qatar and Australia as a global LNG superpower.
Updated Feb 18
Coordinating domestic nuclear fuel supply chain expansion
For decades, the United States outsourced its nuclear fuel supply chain to Russia. That ended in May 2024 when President Biden signed a law banning Russian uranium imports, triggering a scramble to rebuild domestic capabilities before the waiver period expires in 2028. Snow Lake Energy's acquisition of Global Uranium and Enrichment, completed February 13, 2026, represents one piece of this larger puzzle—consolidating Wyoming uranium projects and gaining exposure to novel enrichment technology that could bypass the conversion bottleneck.
Updated Feb 13
Primary regulator for Reactor Pilot Program
The Department of Energy has quietly rewritten its nuclear safety rules, removing over 750 pages of requirements—including the decades-old ALARA standard that kept radiation exposure 'as low as reasonably achievable.' The changes, shared only with regulated companies and not the public, aim to clear the path for experimental reactors to achieve criticality by July 4, 2026—a timeline nuclear experts call 'a pretty big understatement' in terms of its aggressiveness. In August 2025, Aalo Atomics broke ground on the nation's first experimental reactor under the new rules at Idaho National Laboratory, though DOE Secretary Chris Wright later acknowledged only one or two reactors might meet the July deadline.
Updated Jan 31
Leading domestic nuclear fuel supply chain rebuilding
The United States performed less than 1% of global uranium enrichment when the Department of Energy announced $2.7 billion in contracts to three companies on January 21, 2026. Russia controls 44% of global enrichment capacity and supplied roughly a quarter of American reactor fuel until Congress banned imports in 2024. The last U.S.-owned enrichment facility shut down in 2013.
Updated Jan 24
Partnering with DeepMind on Genesis AI-for-science platform
Science magazine named large language models doing frontier science a runner-up breakthrough of 2025. Within weeks, the prediction became reality: OpenAI's GPT-5.2 solved previously unsolved Erdős mathematics problems in 15 minutes, achieving 40% accuracy on expert-level mathematics that stumped earlier systems. DeepMind announced its first automated laboratory in the UK for 2026, pairing Gemini with robotics to synthesize hundreds of materials daily. Google partnered with the U.S. Department of Energy on Genesis, a national AI-for-science platform mobilizing 17 national laboratories.
Updated Jan 22
Lead agency for Genesis Mission
The White House mobilized America's 17 national laboratories and tech's biggest players—OpenAI, Anthropic, Google, Microsoft, NVIDIA—for what officials call the AI equivalent of the Manhattan Project. The Genesis Mission aims to double US research productivity in a decade by connecting supercomputers, quantum systems, and AI into one discovery platform. Energy Secretary Chris Wright announced 24 corporate partners at a January 11 summit, each signing up to cement American technological dominance. Days later, OpenAI and SoftBank committed $1 billion to a 1.2-gigawatt Texas data center, while NVIDIA's Jensen Huang unveiled hardware promising AI tokens at one-tenth the cost.
Updated Jan 13
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