Last spring in the KRO, we called Oklo (OKLO) and NuScale (SMR) as mere “concept trades” on AI’s power crunch.
Since then: - OKLO rocketed +568%
- SMR exploded +508%
AI’s appetite is jumping from megabytes to megawatts.
Data-center giants are locking up electricity faster than utilities can lay wire—adding 20 GW of new demand every year, enough to light 20 million homes.
Marin Katusa and his team just spent a month inside the load-forecast spreadsheets no analyst wants you to see.
The brand-new dossier in the July KRO — Watt Wars: The Electro-Dollar Switch — uncovers: - The single coastal utility sitting on 70% of global internet traffic.
- Two SPAC deals racing micro-reactors to market before concrete is poured.
The Full issue drops to KRO members at 4pm EST TODAY. |