Santa's Sleigh Runs on Nuclear Now? Google Cloud CEO Exposes AI's Energy Bottleneck
AI's Insatiable Power Hunger Delivers Holiday Cheer to Uranium and Copper Junior Miners
On this crisp Christmas Eve 2025, while families gather around twinkling trees and children track Santa's sleigh, a far more powerful force is quietly reshaping global markets, and it's delivering some of the season's biggest surprises to an unlikely group of beneficiaries: junior mining companies.
Google Cloud CEO Thomas Kurian dropped a timely bombshell just yesterday, confirming that the true limiting factor in AI's relentless advance isn't the flashy chips making headlines, but something far more mundane: electricity. Speaking at the Fortune Brainstorm AI conference, Kurian revealed how Google foresaw this energy crunch a decade ago, building hyper-efficient data centers and custom TPUs to wring every possible computation from each precious watt. Yet even Google's foresight can't conjure power out of thin air. Massive AI training runs create power surges that strain grids and expose the limitations of intermittent renewables, driving tech giants straight into the arms of nuclear energy and copper-intensive infrastructure.

