Join over 45,000 readers of Apricitas by hitting subscribe! Microsoft’s move to reopen Three Mile Island reactor underscores the tech industry’s reliance on legacy nuclear facilities for power. The AI boom has fueled a surge in US data center construction, with over $28.6B spent annually. Companies like Amazon, Google, and Microsoft are rapidly scaling up hardware to support AI systems, shifting away from lightweight software. The US imports over $65B worth of computers and components annually, mostly from Taiwan. Data center growth is concentrated in the South, Midwest, and West Coast, with Virginia and Texas experiencing the largest increase in power demand. Job growth in tech remains stagnant despite the AI investment boom. The future of the US economy is tied to AI and data center development, posing challenges in geopolitical competition and supply chain reliance.
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