The Nuclear-AI Power Narrative Is a Ledger Gap, Not a Block
Survival is the ultimate performance metric. In trading, that means avoiding positions where the claim outruns the proof. In infrastructure, it means avoiding capital exposure where the delivery chain is incomplete. The nuclear-AI theme deserves attention. This article does not provide enough evidence to trade it. Trust no one, verify everything, compute always. The next question is not whether AI will need more power. The next question is whether any reactor design can prove, in auditable steps, that it will be there in time to sell it.