THE DAILY MINE ⛏️

AI SQUEEZE: The boom is so huge it's causing shortages everywhere else
Washington Post — Supply chains strained as Big Tech gobbles up resources

TRUMP'S $TRILLION PIVOT: Policy rerouting capital flows across America
Bloomberg — Trillions in investment being redirected by new policy

ZUCK GOES NUCLEAR: Meta locks in 6.6 GW from TerraPower, Oklo, Vistra
Data Center Knowledge — Massive 20-year nuclear power deals for AI infrastructure

GATES' NUKE BET: TerraPower racing ahead — critics warn 'too fast'
E&E News — Bill Gates' nuclear company faces scrutiny as it speeds past regulators

COLD TEST PASSED: Nuclear and batteries aced the winter storm
Barron's — Grid held; baseload and storage proved their worth

$60 BILLION POWER LINE SURGE: West needs massive buildout by 2035
RTO Insider — WestTEC says 12,600 miles of transmission needed

NEW ENGLAND STICKER SHOCK: January energy costs hit all-time high
RTO Insider — Record costs amid cold, high gas prices, oil-fired reliance

MUSK'S SOLAR PIVOT: Tesla ramping up hiring for energy push
Reuters — Expanded solar strategy driving new hires

NEW YORK FREEZE: Democrats propose moratorium on data center construction
Politico — Three-year pause proposed statewide

12 STATES REVOLT: New data center laws as electricity bills soar
Michigan Advance — States considering taxes and restrictions

PULSATING PERIL: California grid baffled by 'erratic' AI data center loads
RTO Insider — CAISO studying unpredictable AI demand patterns

STRANDED POWER PLAY: EPRI, NVIDIA pilot small data centers at substations
RTO Insider — 5-20 MW facilities near available grid capacity

UNSTOPPABLE: Clean energy keeps surging — with or without Trump
Live Science

NRC OVERHAUL: Nuclear regulator scrambles to meet licensing crunch
Power Magazine

BATTERY BOOM: Home storage goes mainstream, powered by sun and AI
The Times UK