U.S. Department of Energy

Federal agency overseeing U.S. energy policy, including nuclear fuel security and enrichment capacity expansion. - Coordinating domestic nuclear fuel supply chain expansion

For decades, the United States outsourced its nuclear fuel supply chain to Russia. That ended in May 2024 when President Biden signed a law banning Russian uranium imports, triggering a scramble to rebuild domestic capabilities before the waiver period expires in 2028. Snow Lake Energy's acquisition of Global Uranium and Enrichment, completed February 13, 2026, represents one piece of this larger puzzle—consolidating Wyoming uranium projects and gaining exposure to novel enrichment technology that could bypass the conversion bottleneck.

Updated Feb 13

U.S. federal agency overseeing national laboratories and energy research infrastructure. - Partnering with DeepMind on Genesis AI-for-science platform

Science magazine named large language models doing frontier science a runner-up breakthrough of 2025. Within weeks, the prediction became reality: OpenAI's GPT-5.2 solved previously unsolved Erdős mathematics problems in 15 minutes, achieving 40% accuracy on expert-level mathematics that stumped earlier systems. DeepMind announced its first automated laboratory in the UK for 2026, pairing Gemini with robotics to synthesize hundreds of materials daily. Google partnered with the U.S. Department of Energy on Genesis, a national AI-for-science platform mobilizing 17 national laboratories.

Updated Jan 22

America's largest federal sponsor of physical sciences research, commanding 17 national laboratories and 40,000 scientists. - Lead agency for Genesis Mission

The White House mobilized America's 17 national laboratories and tech's biggest players—OpenAI, Anthropic, Google, Microsoft, NVIDIA—for what officials call the AI equivalent of the Manhattan Project. The Genesis Mission aims to double US research productivity in a decade by connecting supercomputers, quantum systems, and AI into one discovery platform. Energy Secretary Chris Wright announced 24 corporate partners at a January 11 summit, each signing up to cement American technological dominance. Days later, OpenAI and SoftBank committed $1 billion to a 1.2-gigawatt Texas data center, while NVIDIA's Jensen Huang unveiled hardware promising AI tokens at one-tenth the cost.

Updated Jan 13

Federal agency responsible for energy policy, nuclear weapons, and national laboratories—now facilitating private AI infrastructure on government property. - Opening federal land for nuclear-powered AI data centers

Alphabet just paid $4.75 billion for a power company. Not a tech company that happens to use power—an actual infrastructure firm that builds solar farms and data centers. The deal gives Google control over 10.8 gigawatts of generating capacity, enough to power 8 million homes. Tech giants spent 2024 locking down nuclear reactors, buying stakes in power plants, and signing multi-billion dollar energy deals because the AI boom hit a hard limit: there's not enough electricity. By December 2025, the federal government joined the race—the Department of Energy opened federal land at Oak Ridge for nuclear-powered AI data centers, while advanced nuclear startups raised over $500 million in a single week.

Updated Dec 29, 2025