The Real AI Monopoly Is a Uranium Plant in Appalachian Ohio
By Ervin Dhima
The AI buildout's tightest chokepoint isn't Nvidia — it's HALEU, the reactor fuel that Big Tech's new nuclear fleet needs, and Centrus Energy's Piketon, Ohio plant is the only facility in America licensed to make it. Inside the $900 million bet, the Russian irony, the 40x supply gap, and the five-year window before the monopoly ends.