In 2024, Microsoft signed a 20-year power purchase agreement to restart Three Mile Island. The nuclear plant. The one from the disaster. In 2025, Amazon bought a small modular reactor. In 2026, Meta locked up 20 years of natural gas at a cost nobody will put on record. We are watching hyperscalers become utilities. This episode covers the numbers, the deals, the grid bottleneck, the green accounting scandal, and the policy fight coming to your electric bill.

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📚 WHAT YOU'LL LEARN

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✅ The 2020 → 2030 data center power trajectory (spoiler: vertical)

✅ Training energy costs for GPT-4 class vs GPT-5 class models

✅ The PPA deals board — Microsoft/TMI, Amazon/SMR, Google/geo, Meta/gas

✅ Why the US grid can't take it — 5-to-7-year interconnect queues ...