David Faherty argues that the one-company nuclear model, owning reactor design, component and fuel plants, development and a plant fleet, puts every delay and risk on one balance sheet. It is a builder's read on why nuclear for data centers stalls on project structure. Faherty co-founded Elementl Power and says so in the piece.
Seven Emirates A380s are grounded waiting for engines, with overhauls contracted at 85 days taking 350+. Dr. Alok Anand walks through why and what 2027 could look like. Any plant manager waiting on a rebuilt pump or turbine will recognize the spare-parts bottleneck.
Maahir Panchal says India funds nuclear, green hydrogen, solar and shipping containers, but has no plan for the heavy-engineering shops that must build the equipment. It is the same bottleneck the US has with transformers and turbines, seen from a fabrication operator.
Ryan Hart lists the 20 most active general contractors he tracks on US data center projects, with 60 named projects such as DPR on Crusoe Stargate Abilene and Turner on Meta Hyperion. It is a ready who-is-building-what list for anyone selling into data center megaprojects. Hart sells a paid project tracker, and the article promotes it.