Players/The Physical Substrate

SMR Nuclear Renaissance — 15+ GW Hyperscaler Buildout

Phase II — The Energy Architecture (2025-2040)

Data Centers consumed 176 TWh in 2023 (4.4% of US electricity), projected 580 TWh by 2028 (12%). Hyperscalers bypassing traditional grid by directly financing nuclear: Meta 6.6 GW (Vistra uprates + TerraPower Natrium + Oklo Aurora campus).

Also in The Physical Substrate

DOE 17 National Labs — The Weapons-to-AI PipelinePhase I — The Hidden Infrastructure (1942-Present)The Hardware Oligopoly — Nvidia / TSMC / ASMLPhase III — Three Chokepoints Outside US BordersCritical Minerals — The Big Three Own the EarthPhase IV — Material FoundationPhoenix Vulnerability — The Fragile SubstratePhase V — What Breaks at 2040
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