10/14/2026
AI’s growth depends on energy and water infrastructure that can perform under real conditions.
In this edition of Drying Point, I examine how Google, Microsoft, Amazon, Meta and Oracle are responding, and what their commitments mean for investors and host communities.
From nuclear agreements and cooling design to Eastern Oregon’s contamination crisis, the question is whether investment delivers reliable capacity and measurable public benefits.
Supporting AI’s potential requires examining delivery timelines, peak demand, water quality and who carries the costs.
Read “The Infrastructure Correction” for the evidence and the questions every credible project should answer.
When AI giants become energy and water infrastructure partners On October 6, Google and Constellation announced an agreement to increase output at existing nuclear reactors. A company expanding its computing capacity is helping make the electricity infrastructure behind that growth investable.