Google's Nuclear Power Play

First it was Amazon, then Microsoft, now Google telegraphs why the "next AI trade" will generate obnoxious amounts of alpha in the coming years by sending the same message: i) it's all about how all those data centers will be powered, and ii) in the future a growing number of data centers will be powered by small modular nuclear reactors.

On Monday, Google - picking up on what we discussed last week in "Google Turns To Nuclear To Power Its Data Centers" - announced plans to buy power from Kairos Power’s small modular reactors (SMRs) as part…