The Next AI Arms Race Is Being Fought In Nuclear

The VC stampede begins

For two years investors obsessed over GPUs. Then came networking, fiber, transformers and data centers. Now the next bottleneck appears to be something even more fundamental: electricity.

According to The Information, Aalo Atomics is back raising capital after last year's $100 million round. It joins Valar Atomics, Helion and Antares in attracting billions of dollars into companies trying to solve one problem: how to generate enough power for AI.