China's Two-Front Squeeze On America's AI Build-Out

Last week’s CPI report, and this week’s PPI report both showed price inflation surging to multi-year highs, and not just on oil prices.

“We Must Leap Forward Into New Energy” - Canaccord’s Inaugural Nuclear Nexus Conference  A new report from Canaccord Genuity captures the main threads from the firm’s first Nuclear Nexus conference, where fission and fusion developers, academics, and investors gathered to confront the practical barriers to scaling nuclear power.  The event highlighted a shared recognition that surging electricity demand from AI data centers “finds itself bottle-necked by the physical reality of the grid”, forcing a hard look at fuel supply chains, regulatory timelines, and technology choices that can actually deliver power this...

FCC Bans Foreign-Made Wireless Routers The FCC has banned the import of all new foreign-made consumer wireless routers, citing "severe national security risks". The decision, announced today, follows a White House-convened inter-agency review that determined these devices - primarily those manufactured overseas - pose unacceptable threats to US households, critical infrastructure, and the economy. Major brands like TP-Link (which holds a dominant share of the U.S. market), Netgear, Google Nest, Amazon Eero, Cisco, Linksys, and Asus produce most models abroad, often in China, which controls an estimated 60% of the U.S. home...