Big Tech’s AI fantasy hits a nuclear wall: No fuel, no welders — and no Plan B

What: Big Tech's AI ambitions are being hindered by the lack of reliable nuclear power, a crucial component for their plans.
Why: The US government's slow pace in developing nuclear power solutions is giving Russia and China a significant advantage in the global nuclear market.
Signal: The acquisition of small reactors by Big Tech companies may be a desperate attempt to fill the gap, but it's unlikely to be a game-changer.
Target: The real target is not just the development of nuclear power, but also the control of the global nuclear market, with Russia and China currently holding the upper hand.
Risk: The biggest risk is that the US will be left behind in the nuclear power race, with severe consequences for its economic and national security.