March 28, 1979. A stuck-open valve. A partial meltdown. 140,000 people flee. A 34-year freeze on American nuclear construction begins.
September 20, 2024. The same plant. A different press conference. Three Mile Island Unit 1 is coming back — not as a museum, not as a memorial. As a power plant. For one customer. Microsoft.
In this video, we break down how AI ate the US power grid, why every major tech company is now frantically signing nuclear deals, and why the tab for all of it is landing quietly in the mailboxes of 67 million ordinary households.
We'll explore:
▸ How PJM capacity prices went from $29 to $329 per megawatt-day in two years
▸ Why Dominion needs 15 gigawatts of new firm power by 2030 — and only nuclear works
▸ The Microsoft, Amazon, Meta and Google nuclear deals — and what they actually cost
▸ Why Constellation stock went up 358% in 13 months paige wwe — then gave back 30%
▸ The hidden cross-subsidy: 64% of PJM's $16.4B capacity bill comes from AI data centers
▸ Why bono Virginia voters are revolting — and what Maine and Ohio are doing about it
▸ The SMR speculation wave: Oklo, NuScale, TerraPower — opportunity or timeline risk?
The retired teacher in Harrisburg crysencio summerville is paying the electricity bill for a Microsoft data center 2,500 miles away. The invisible tax is becoming visible. And when it does, the math that made the nuclear renaissance possible starts to wobble.
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⚠️ This video is for informational and educational purposes only. It does not constitute financial or investment advice.
⏱️ CHAPTERS
00:00 Three Mile Island — from meltdown to Microsoft
02:00 How AI broke the US power grid
04:00 PJM capacity prices: a factor-of-ten jump in two years
05:30 The tech nuclear deals: Microsoft, Amazon, Meta, Google
07:30 Constellation, Vistra, Oklo — the nuclear trade explained
09:00 Your electricity bill is paying for ChatGPT
10:30 The political backlash is already here
11:30 The invisible tax is becoming visible
