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Nuclear-Powered Data Centers: Big Tech's $40B SMR Bet for AI
Big Tech has committed over $40B to 9.8 GW of nuclear capacity for AI data centers via SMRs from TerraPower, Kairos Power, X-energy, and Oklo. First power expected 2027. Learn how Microsoft, Google, Amazon, and Meta are...
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mBridge and the Fracturing of Global Payments: 2026 Analysis
Under India's 2026 BRICS chairship, mBridge reached operational MVP status processing over $55 billion, bypassing SWIFT. The BIS withdrew over sanctions concerns as the US passed stablecoin regulation. Global payments are...
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Ukraine Sea Drone Explodes in Romania: Russia Jamming Blamed
A Ukrainian sea drone exploded in Romania's Constanta port after Russia jammed it, with Ukraine giving only 15 minutes warning. No casualties, but over 1,300 evacuated. Second incursion in a week raises NATO security concerns.
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Nuclear Reboot: AI Data Centers Drive SMR Renaissance in 2026
AI data centers projected to consume 1,000 TWh by 2026 drive Big Tech's nuclear pivot. Microsoft, Amazon, Google, Meta sign 9.8 GW in SMR deals. 2026 regulatory reforms and capital flows determine if nuclear becomes AI's backbone.
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Sovereign AI Race: $100B State Supercomputers Reshape 2026
In 2026, nations are racing to build state-owned AI supercomputers, with global sovereign AI spending surpassing $100 billion. Driven by data sovereignty, US chip export controls, and the EU AI Act, this race reshapes global...
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Geoeconomic Confrontation: World's Top Risk in 2026
WEF's 2026 Global Risks Report ranks geoeconomic confrontation as the top risk, with trade fragmenting into US, China, and EU blocs. Nearly 18,000 discriminatory measures since 2020 and surging South-South trade to $6.8...