Energy and Power Constraints for AI Data Centers

Data center power constraints killing $64B in projects. Nuclear startups raise $1.2B X-energy, $650M TerraPower, Oklo-Meta 1.2GW deal. Antora raises $550M for thermal batteries. Space-based data centers confirmed for 2027. Schneider Electric frames AI buildout as industrial investment cycle where 'capacity to build' is scarce. Power availability becomes the binding constraint on AI infrastructure scaling. New: SpaceX invests $329M in Tesla Megapacks for AI centers, highlighting energy bottleneck and related-party governance risk.