Big Tech’s AI fantasy hits a nuclear wall: No fuel, no welders — and no Plan B

Big Tech’s AI fantasy hits a nuclear wall: No fuel, no welders — and no Plan BListen(10 min)Listen(10 min)Everyone in Washington now loves nuclear power. Republicans love it because it annoys environmentalists. Democrats love it because AI needs electricity and AI is the only thing they love more than hating fossil fuels. You can tell the Pentagon loves it because it just airlifted a microreactor to Utah on a C-17 — the military equivalent of posting a flex on Instagram.When both political parties agree this enthusiastically, check your wallet. The last time we had bipartisan consensus like this was for ethanol. Corn got expensive, bourbon got political — and nobody’s car ran better.About the AuthorCharlie Garcia is the founder of R360, a global community of individuals and families with a net worth of $100 million or more. He is editor-in-chief of the Night Owl, R360’s exclusive publication delivering contrarian insights into global markets. Garcia is the author of the books “A Message From Garcia” and “Leadership Lessons of the White House Fellows.” A bitcoin enthusiast, he runs his own node.A Dow Jones CompanyCopyright © 2026 MarketWatch, Inc. All rights reserved.