Hydrogen-Based Renewables: Buying the Dip in a Bull Trend The AI-driven data center (AI-DC) build-out has created an immediate, critical power-demand crisis. The market’s initial “solution”—Small Modular Reactors (SMRs)—needs a reality check on at least one aspect  : time to power. SMRs are a decade-long solution. AI demand is a today problem. I produced an infogrpahic summarising this theme back … Read More