We aren't running out of chips… It’s the KILOWATTS!
As of January 2026, the initial hype around LLMs has cooled, but the energy consumption of data centers has surged 160% YOY.
We are seeing a MASSIVE capital rotation away from "wrapper" apps and into the POWER GRID and SEMICONDUCTOR hardware that actually runs the intelligence.
The market is finally realizing that the bottleneck for 2026 isn't code; it is KILOWATTS.
And Thorium-based nuclear energy could be the solution.
The next 100x isn't a new chatbot, it is the modular nuclear reactor tech and the thermal cooling protocols keeping the servers alive.
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We aren't running out of chips… It’s the KILOWATTS!
As of January 2026, the initial hype around LLMs has cooled, but the energy consumption of data centers has surged 160% YOY.
We are seeing a MASSIVE capital rotation away from "wrapper" apps and into the POWER GRID and SEMICONDUCTOR hardware that actually runs the intelligence.
The market is finally realizing that the bottleneck for 2026 isn't code; it is KILOWATTS.
And Thorium-based nuclear energy could be the solution.
The next 100x isn't a new chatbot, it is the modular nuclear reactor tech and the thermal cooling protocols keeping the servers alive.