AI Power Hunger, Nuclear Adoption, and Big-Tech Strategy (ft. Prof. Andy Wu)
Description
In the 41st installment of The Atomic Exchange Podcast, co-hosts Dr. Goran Calic and Michael Tadrous welcome Professor Andy Wu from Harvard Business School. They start with why a nuclear podcast exists at all and how public opinion shifts from luxury beliefs to practical acceptance, then ask how much of today’s AI demand is real versus bubble, what that means for data centers, and where gas and nuclear actually fit. Along the way they unpack Nvidia’s surge, the tug-of-war between forward and backward integration, whether hyperscalers should ever own generation, and the simple rule that the smartest strategy may be to run the power plant and sell the electricity. They close with a surprising idea for reaching the next generation. Tune in for a clear, candid conversation at the intersection of energy, AI, and corporate strategy.
United States
