AI Market Movers · Power, grid & nuclear
Constellation Energy
CEG
Constellation Energy is nuclear megawatts sitting next to Microsoft and the other offtakers who want around-the-clock power.
In the Daily
· Morning Brief
The proofs are coming faster than anyone can checkThe Wall Street Journal reports OpenAI has released findings on more than 300 open math problems, a month after one of its internal models cracked a Millennium Prize Problem.
· Closing Time
Closing Time: The hidden power inside old reactorsGoogle signed a 20-year deal for 890 megawatts of new nuclear output from upgrades at 11 Constellation Energy reactors, with the first upgraded power due in 2028.
· Morning Brief
Dartmouth clears the detectorThe Dartmouth reports that interim dean of the faculty of Arts and Sciences John Carey emailed undergraduate faculty on Sept. 29 with “guidelines on use of AI detection in teaching.”
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.