AI’s real bottleneck is electricity. Who will pay for it?

Within a week, two of the three largest cloud computing companies in the world signed 20-year contracts for nuclear electricity. Amazon has taken 690 megawatts from Constellation’s Calvert Cliffs plant in Maryland, including 190 megawatts of additional generating capacity expected between 2030 and 2032. Google has signed an agreement that will bring 890 megawatts of additional n...