This Startup’s Never Built a Reactor… Google’s Handing Them the Keys Anyway

A few years ago, if someone said they talked to a robot about their toxic ex and controlling mother-in-law, you’d assume they needed help. But now it’s totally normal. Encouraged, even. In a recent interview, Mark Zuckerberg confirmed what anyone with a Reddit account already knew: everyday people are treating AI like it’s their emotionally available best friend. People are asking bots for advice on everything from quitting jobs to handling their overbearing mother-in-law… and even whether they should dump their walking-red-flag boyfriend named Brad (it’s always Brad).

But there’s a side to this story that doesn’t get as much attention: powering these advanced AI models requires a massive (and growing) amount of energy. And the numbers are starting to look insurmountable. So here comes Google, signing a deal with nuclear developer Elementl Power to start work on three advanced nuclear sites across the U.S. Each site is expected to produce 600 megawatts… enough to power around 450,000 homes per site, or like, three Nvidia-powered AI data centers in 2026.

Google’s funding the early development of the sites, and while the locations are still a secret, they’ll cover boring but essential stuff like permitting, grid access, and all the bureaucratic foreplay it takes to build a reactor in America.

This is just the latest move in Google’s slow but steady transition from “we track your data” to “we power the future.” Last year, they partnered with Kairos Power to source small modular nuclear reactor energy. And now with Elementl, they’re eyeing 10 gigawatts of nuclear capacity by 2035.  Now, as you know, the word nuclear still gives a lot of people Chernobyl flashbacks. But Elementl swears it’s different. They’re “technology agnostic,” which means they haven’t married a reactor design yet… they’re still shopping around, waiting for the most reliable option to slide into their DMs.

And yes, let’s address the obvious… Elementl hasn’t built a single nuclear plant yet. This is their first major swing. But they’re moving ahead under the assumption that AI’s energy needs aren’t slowing down anytime soon… and frankly, that feels like a safe assumption. When Siri is giving breakup advice at 2am and ChatGPT is writing your boss a passive-aggressive email draft, these systems can’t afford downtime.

Backing that up is Anthropic co-founder Jack Clark, who estimates we’ll need 50 gigawatts of new power by 2027 just to support AI growth. That’s 50 new nuclear plants… not optional if we plan to keep the lights on and the bots talking. AI is eating the grid alive, and Google’s not waiting for Congress to figure it out. They're taking matters into their own hands.

But please, don’t be like that one guy on reddit who reads one article about how nuclear is going to be the future and put 100% of your money into small cap nuclear stocks. Just know that nuclear power is, in fact, the future.

PS: It’s a mess out there.

One day the market’s ripping, the next day it’s Black Monday all over again. Recent earning’s reports have been a total coin flip. One stock beats and explodes 30%… the next misses by a penny and gets sent to the Shadow Realm. And through it all, everyone’s begging for Jerome Powell to finally cave and cut rates.

But underneath all the panic headlines (“Inflation too sticky!” “Recession imminent!” “Tariffs round 4 incoming!”) something wild is happening…

We’re seeing violent price action. Especially in the small-cap space, where low floats and high anxiety are creating the perfect recipe for 100%+ pops before lunchtime. Some of these names are moving 200%+ in under 24 hours… and to our knowledge, NO ONE else is covering them.

Except us.

Stocks.News Premium members are getting first dibs on these stealth explosions… thanks to our squeeze signal scanner and real-time insider trading tracker that zeroes in on the money before the momentum shows up.

If you’ve been whiplashed by this market or feel like your strategy is stuck in 2022, it’s time to flip the script.

Premium gets you:

• Two breaking trade alerts per week
   
• Access to the same scanners we use to track CEO buys and Capitol Hill moves
   
• Our custom market sentiment tool (that actually works)
   
• Premium stock writeups packed with actual analysis (that’s not boring)

Go here to become a Stocks.News Premium member now.

Stock.News has positions in Google.