AI Is Starting to Fight for “Power” and “Light”: Is the Next AI Infra Trade Moving Beyond GPUs?
@Tiger_comments:
Two AI infrastructure stories are worth watching together today. On one side, Google is locking in power. The company plans to invest at least €13 billion in AI infrastructure in Finland over the next two years and has signed its first long-term nuclear power agreement outside the U.S. Under the deal, Google can purchase up to 50% of the output from one unit at Finland’s Loviisa nuclear plant for 22 years. On the other side, Verizon is locking in fiber. Corning has signed a multibillion-dollar long-term supply agreement with Verizon to provide more than 80 million miles of high-density fiber and connectivity products from 2027 through 2032. At first glance, one story is about nuclear power and the other is about fiber. But they are really answering the same question: Once hyperscalers keep