Why the AI Revolution Is About to Hit a Wall Called Reality — and Why Nuclear Is the Only Answer

Dark Stone Capital | Analysis | March 2026


What happens when the world's most ambitious computing project runs out of electricity? You're watching it unfold in real time in Memphis, Tennessee.

The AI revolution is not primarily a software story. It is an infrastructure story. Every large language model, every GPU cluster, every supercluster being built right now is fundamentally a power plant problem with a compute byproduct. The United States is learning this the hard way — and the lesson is arriving decades