A nuclear plot twist
Three Mile Island — yes, that Three Mile Island — is headed for a comeback. Bloomberg says the site is slated to restart as soon as mid-2027, with the goal of helping power chatbots and other AI workloads that are chewing through electricity like it’s free popcorn.
Why the market cares
This isn’t just a nostalgia trip for a famous nuclear site. It’s a flashing neon sign that the AI buildout is colliding with an old-school constraint: power. If data centers keep sprinting ahead, the winners may be the companies that can supply steady, carbon-light electricity without making the grid wheeze.
That means investors may want to keep an eye on:
- utilities with nuclear exposure
- grid and transmission equipment makers
- uranium and nuclear fuel themes
- data-center infrastructure plays
The bigger story
The wild part is how quickly AI has gone from a software story to a literal watts-and-megawatts story. A few years ago, the conversation was about chips; now it’s also about where the juice comes from, how fast it can get there, and who gets to plug in first.
Big picture: AI may be rewriting the rules of tech, but it’s also dragging the boring stuff — power plants, grids, and regulation — into the spotlight. And honestly, that’s where the next big bottleneck might be hiding.