Post 074 creates a new pairing. SMR timelines (first reference unit 2030 plus) make them indifferent to Hormuz resolution timing. The nuclear bet is a long play priced on power scarcity over a decade, not on whether the strait reopens this quarter.
The signals around the crisis that started this story are shifting. A possible deal on the Strait of Hormuz has moved oil. But the AI buildout hasn't waited to see how it resolves. It has detached from the public systems that used to govern it and is assembling a power system of its own.
Post 074 creates a new pairing. SMR timelines (first reference unit 2030 plus) make them indifferent to Hormuz resolution timing. The nuclear bet is a long play priced on power scarcity over a decade, not on whether the strait reopens this quarter.
The signals around the crisis that started this story are shifting. A possible deal on the Strait of Hormuz has moved oil. But the AI buildout hasn't waited to see how it resolves. It has detached from the public systems that used to govern it and is assembling a power system of its own.