Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Small modular reactors meet the hyperscaler load curve
Eighteen months after the Google Kairos and Amazon X-energy announcements, the SMR thesis has moved from PowerPoint to procurement. The binding constraints are now licensing throughput, HALEU supply, and first-of-a-kind cost discipline.
Between September 2024 and December 2024, four hyperscaler nuclear deals reset the demand curve for advanced reactors. Microsoft contracted the Three Mile Island restart with Constellation, Google signed for 500 megawatts of Kairos Power output across six to seven units, Amazon committed to X-energy and a 5 gigawatt pipeline, and Meta ope...
UAE G42, sovereign AI ambitions, and the US China tech triangulation through 2026
G42 spent 2024 and 2025 converting Abu Dhabi political capital into US compute access, Chinese hardware divorce, and a balance sheet position inside the largest AI deals on the planet. Microsoft put 1.5 billion dollars on the cap table in April 2024, the Bureau of Industry and Security wrote a Diffusion framework in January 2025 that named the UAE explicitly, and Stargate UAE pushed five gigawatts of campus capacity to Abu Dhabi. The story is no longer whether the Gulf builds sovereign AI. The story is whose chips, whose models, and whose security guarantees the buildout runs on.
G42 was incorporated in Abu Dhabi in 2018 as a Mubadala adjacent holding company chaired by Sheikh Tahnoon bin Zayed Al Nahyan, the UAE National Security Advisor and brother of the President. Through 2023 the group accumulated stakes in TikTok parent ByteDance, Huawei surveillance, BGI Genomics sequencing partnerships, and a Wuxi cloud jo...