AI demand is driving huge investment in production of carbon-free energy at scale

I feel like AI companies are creating a large demand for energy no matter where it comes from, and feel like having some minor investments in potential carbon free energy is mainly a marketing ploy or something to point at if they ever get sued.

Immediate term with Small Modular fission Reactors (SMRs)

Tbh, the big problem with nuclear in america is that we don't really have the federal power needed to actually coordinate and mandate the needed infrastructure for it. The US is so obsessed with state rights that we're susceptible to nimby attacks and disputes at the local and State level governments.

To actually cut through the red tape, we'd have to empower federal agencies for a good reason for once, and I'm not very optimistic about our current political climate.

and immediate term, multiple commercial fusion energy plants are being built.

Yeah..... I think it would be more accurate to say that fusion experimental sites are being built. Most nuclear engineers I've heard talk about fusion are still skeptical about fusion being viable in the next 20 years.