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Silicon Valley's “Colder War” is Heating Up

Summary by Katusa Research
Amazon, Microsoft, Google, and Meta compete viciously for talent, market share, and AI dominance. But beneath the surface of their rivalry, they’re making identical energy bets and spending billions on nuclear power. These bitter enemies wouldn’t align their strategies unless something fundamental was forcing their hand. That something is the brutal math of powering AI. Tech giants have collectively secured 84 GW of total clean energy with the n…
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Katusa Research broke the news in on Friday, May 2, 2025.
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