2026 Industry Outlook

[2026 Industry Outlook] Vol.06 SMRs Next to Data Centers: AI Awakens the Nuclear Resurrection After 30 Years

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Last week, we discussed solar power and ESS, highlighting the ambition of Big Tech giants dreaming of “energy independence.” However, AI agents must continue their computations through nights without sunlight and harsh winters where batteries run dry. To solve this, Big Tech has brought back the most controversial yet reliable alternative: Nuclear Power. The recent … 더 읽기

[2026 Industry Outlook] Vol.05 He Who Controls Electricity Controls AI: Tech Giants Dreaming of Energy Independence

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Throughout January, we explored AI as brilliant software and the “vessels” that hold it—robots and semiconductors. But as we stand at the threshold of February, I face a more primal question: “What do all these monstrous machines eat to stay alive?” The answer is electricity. And it’s an unimaginably massive amount. When I heard that … 더 읽기