Toby Howell

That being said, though, there are some assumptions that they're making that led to that higher forecast. They're assuming that they're going to face just 30% tariffs on goods imported from China through mid-August, which is semi a big if, because if those tariff pause that Trump has announced actually goes back up to the untenable 145% tariffs that throws everything back into chaos again.

So they do have to do a little bit of navigating and be nimble as this tariff environment continues to evolve.

So they do have to do a little bit of navigating and be nimble as this tariff environment continues to evolve.

So they do have to do a little bit of navigating and be nimble as this tariff environment continues to evolve.

Let's move on. Another day, another win for nuclear after Meta agreed to a 20 year deal to purchase power from an Illinois plant managed by Constellation Energy. Meta is a hungry, hungry hippo when it comes to fueling its AI ambitions, having tripled its electricity consumption from 2019 to 2023.

Let's move on. Another day, another win for nuclear after Meta agreed to a 20 year deal to purchase power from an Illinois plant managed by Constellation Energy. Meta is a hungry, hungry hippo when it comes to fueling its AI ambitions, having tripled its electricity consumption from 2019 to 2023.

Let's move on. Another day, another win for nuclear after Meta agreed to a 20 year deal to purchase power from an Illinois plant managed by Constellation Energy. Meta is a hungry, hungry hippo when it comes to fueling its AI ambitions, having tripled its electricity consumption from 2019 to 2023.

Constellation is happy to step up to the plate, giving new life to a Clinton-based plant that was actually slated to close back in 2017 after years of losses. A state credit program stepped in to keep it afloat through 2027, and now Meta is set to take the reins once that support ends, enabling it to expand output at the site by 30 megawatts.

Constellation is happy to step up to the plate, giving new life to a Clinton-based plant that was actually slated to close back in 2017 after years of losses. A state credit program stepped in to keep it afloat through 2027, and now Meta is set to take the reins once that support ends, enabling it to expand output at the site by 30 megawatts.

Constellation is happy to step up to the plate, giving new life to a Clinton-based plant that was actually slated to close back in 2017 after years of losses. A state credit program stepped in to keep it afloat through 2027, and now Meta is set to take the reins once that support ends, enabling it to expand output at the site by 30 megawatts.

Meta isn't alone in its push to boost nuclear power sourcing. The deal comes just eight months after Microsoft inked a similar agreement to purchase energy from Pennsylvania's infamous Three Mile Island plant. Amazon and Google have also invested in small-scale nuclear projects. And just two weeks ago, Trump signed an executive order

Meta isn't alone in its push to boost nuclear power sourcing. The deal comes just eight months after Microsoft inked a similar agreement to purchase energy from Pennsylvania's infamous Three Mile Island plant. Amazon and Google have also invested in small-scale nuclear projects. And just two weeks ago, Trump signed an executive order

Meta isn't alone in its push to boost nuclear power sourcing. The deal comes just eight months after Microsoft inked a similar agreement to purchase energy from Pennsylvania's infamous Three Mile Island plant. Amazon and Google have also invested in small-scale nuclear projects. And just two weeks ago, Trump signed an executive order

aiming to quadruple the country's nuclear power capacity over the next 25 years. Neil, nuclear has positioned itself as a reliable, climate-friendly way to meet the gargantuan power demands from big tech giants, leading to this big groundswell of support.

aiming to quadruple the country's nuclear power capacity over the next 25 years. Neil, nuclear has positioned itself as a reliable, climate-friendly way to meet the gargantuan power demands from big tech giants, leading to this big groundswell of support.

aiming to quadruple the country's nuclear power capacity over the next 25 years. Neil, nuclear has positioned itself as a reliable, climate-friendly way to meet the gargantuan power demands from big tech giants, leading to this big groundswell of support.

Yeah, you look at what analysts are saying. A Bank of America analyst recently wrote in a note to clients last week that power remains the biggest constraint on big tech's AI ambitions. He said deployment of data centers with reliable access to high power is as much of a bottleneck in AI deployments as access to chips and systems.

Yeah, you look at what analysts are saying. A Bank of America analyst recently wrote in a note to clients last week that power remains the biggest constraint on big tech's AI ambitions. He said deployment of data centers with reliable access to high power is as much of a bottleneck in AI deployments as access to chips and systems.

Yeah, you look at what analysts are saying. A Bank of America analyst recently wrote in a note to clients last week that power remains the biggest constraint on big tech's AI ambitions. He said deployment of data centers with reliable access to high power is as much of a bottleneck in AI deployments as access to chips and systems.

We talked so much about NVIDIA and the fight for GPUs to train these models, but you also need electricity to power those models, which is where you see this massive push coming from. You're also seeing it on the government side as well. I mean, I spoke about Trump's bill that he just recently signed, executive order that he recently signed.