ADANI'S $5 Billion BET: Nuclear Power for Google's AI Hub?

Описание: Just days after the Atomic Energy Bill 2025 signaled the end of a 60-year government monopoly, the Adani Group has stepped forward, announcing a "very interested" intent to enter India's nuclear power sector. This is not a random move—it’s the cornerstone of India’s new Energy-AI-Infrastructure backbone.
We break down the biggest power story of the decade, connecting Adani's massive $5 billion planned investment in Google's 1 GW AI Data Center campus in Vizag with the sudden push for Private Nuclear Energy.
🔥 The Nuclear-AI Connection You Must See:
The Power Demand: AI and hyperscale cloud regions need massive, 24x7, low-carbon power—up to 1 GW for one campus alone. Intermittent renewables like solar/wind can't do it alone. Nuclear provides the essential baseload.
The Adani Play: The same conglomerate building ports, transmission lines, and the country's largest Data Centers is now signaling its intent to build the Nuclear Power Plants that will power them. It's an end-to-end ownership of India's AI future.
The Policy Pivot: We recap the key reforms in the Atomic Energy Bill 2025 that open the door to private players and next-gen reactors (SMRs, Gen-4).
⚠️ The Catch: PPP & Liability
Adani’s interest comes with a condition: the government must create a clear Public-Private Partnership (PPP) model and redefine Nuclear Liability norms. We dive deep into why India's current Civil Nuclear Liability framework has scared off global suppliers and why a capped, clear liability is the only way to make these multi-billion dollar projects financeable.
The Big Question:
Should one of India’s largest conglomerates control the entire stack: ports, power, data centers, and potentially, nuclear energy? What are the risks of concentration vs. the need for speed to hit India’s 100 GW nuclear target by 2047?
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Timestamps:
0:00 - Intro: Adani Signals Nuclear Ambition
1:15 - Recap: The Atomic Energy Bill 2025 (India's Nuclear Pivot)
2:30 - What Adani Group CFO Just Said (The Condition)
3:55 - The REAL Story: Why PPP and Liability Laws are Critical
5:10 - Connecting the Dots: AI, Google's Vizag Hub & Nuclear Power
7:05 - India's 100 GW Nuclear Target by 2047
8:20 - The Risks & Uncomfortable Questions (Concentration of Power, Safety)
10:05 - Our Front Page Take & Your Feedback
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