DOE Backs Nuclear | CME Backs Compute | Buyers Return

Washington just entered the AI infrastructure business. The federal government is now funding the power supply the private market couldn't build fast enough.

Compute is becoming a traded commodity. Two major exchanges are launching futures contracts. That changes what institutional buyers can verify before AI IPOs land.

A conflict of interest that has lived at the governance level for years just got a dollar figure. Cerebras reported earnings today.

And for the first time since 2023, more Americans want to buy a home than rent one.

Yesterday Chevron signed a 20-year power deal for Microsoft's AI data center. Today Washington announced it will finance the nuclear reactors powering the same buildout. AI capex has absorbed eight private funding channels already. The federal government just made it nine.

Warren Buffett famously said, “If you don't find a way to make money while you sleep, you will work until you die.”

What if your phone could do it for you? 📲

That’s exactly what Mode Mobile has created — technology that turns idle phone time into passive income. With 490M+ users in their ecosystem and $1B in earnings and savings, their EarnPhone is being called the Uber of smartphones.

With 32,481% revenue growth and a newly secured Nasdaq ticker $MODE, investors can access their pre-IPO offering at $0.52/share. 

Tap into a $1T opportunity — invest now at just $0.52/share and get up to 20% bonus!

Disclaimer:  Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur. The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

AI needs more power than the current grid can deliver. Grid connection wait times stretch five to seven years in many areas. The nuclear loan announcement is Washington's direct answer.

The Energy Department is offering $17.5 billion in low-interest loans across five projects. Each gets two Westinghouse AP1000 reactors. Seven utilities already signed letters of intent. Tech companies are expected to sign long-term power agreements once projects move forward.

The only AP1000s built in the US were at Georgia's Vogtle plant. Originally budgeted at $14 billion, they ultimately exceeded $30 billion. Due in 2016, they came online in 2023 and 2024. A similar project in South Carolina was abandoned entirely. The fixed-price contracts and federal backing are a direct response to that history.

China has 11 next-generation reactors under construction today. The US has completed none since the 1990s. This program is industrial policy as much as infrastructure finance.

Both AI lab IPOs arrive this year. The reactors arrive in 2035. Any compute roadmap in those prospectuses rests on power infrastructure that does not exist yet. That gap needs explaining somewhere in every filing.

A brutal, invisible new force is about to rip America apart… and the resulting civil unrest, political chaos, and cries for radical change will be immense. Unlike any we’ve seen in living memory.

And unless you prepare now you could see your wealth decimated in the years ahead. I shared everything you need to know about what’s coming next in my new exposé.

Click here to watch it for free. 

Two startups are launching compute futures on CME Group (CME) and Intercontinental Exchange (ICE). A third exchange already launched in Bermuda with US licensing in progress. ETF providers have filed paperwork to follow.

This is a structural shift. Compute has always been bought through contracts and spot procurement. Now it is becoming something you can hedge and price on a screen like oil or wheat. Two competing indices already exist and their prices diverge by roughly 10%. Price discovery is happening before standardization is resolved.

Both AI lab IPO filings must disclose compute cost structures. If public futures markets exist by then, institutional buyers have an independent reference price to check those disclosures against.

The first live compute futures contract changes what buyers can do with AI prospectuses. Launch before filing matters. Launch after does not.

Cerebras Systems (CBRS) reported first-quarter revenue of $193.4 million, up 92 percent year over year. Net loss narrowed to $14 million. The company also guided to continued rapid growth through the rest of the year.

That matters because Cerebras sits at the center of one of AI’s most unusual commercial relationships. OpenAI agreed to buy computing capacity from Cerebras through a contract exceeding $20 billion. In exchange, OpenAI received warrants representing tens of millions of shares.

Until today, investors mostly debated that arrangement theoretically. Now there is a public revenue base against which future OpenAI contribution can be measured. Every quarter will show whether customer concentration is increasing or whether Cerebras is diversifying beyond a single flagship relationship.

The Revenue Concentration Number

The story shifted from possibility to measurement today. Investors can now track exactly how much growth comes from OpenAI, how much comes from everyone else, and whether the economics justify the valuation. The relationship is no longer a governance discussion alone. It is now a reported financial variable.

Bank of America (BAC) surveyed consumers and found 53% now prefer buying a home over renting. First time since 2023 that sentiment tilted toward ownership. Gen Z and millennials are driving it. But 71% say they are still waiting for rates or prices to drop first.

Mortgage rates briefly fell to 6.47% after the Hormuz ceasefire. They bounced back to 6.66% after re-closure threats. Affordability pressure hasn't disappeared. But intent moved anyway.

KB Home (KBH) reported today. Its net order numbers tell you whether stated intent is converting into signed contracts.

KB Home's Q2 net orders either confirm the sentiment shift is real or show affordability is still winning.

It's not semiconductors, AI chips or quantum computers. But none of those technologies can exist without it. On July 1st, 2026, Trump is expected to ban exports of something every tech company desperately needs—forcing them all to relocate to U.S. soil. See what he's about to ban here…

Any AI lab compute roadmap referencing the DOE nuclear program converts federal financing into a named IPO dependency. The first live compute futures contract before Anthropic files gives institutional buyers an independent cost reference. Cerebras disclosing OpenAI's revenue concentration puts a number on the conflict before the OpenAI prospectus lands. KB Home's Q2 orders tell you whether the housing inflection is in sentiment or signed contracts.

The federal government became AI's power underwriter with a 2035 delivery date landing nine years after both prospectuses file. Compute is becoming a tradable asset on CME and ICE before either lab discloses its cost trajectory. The Altman conflict converted to quantified contra-revenue today through Cerebras's first earnings. And consumer buying intent flipped to 53% favoring purchase for the first time since 2023, with KB Home's Q2 print arriving today to test the translation to orders. Identify which assumption your position depends on. Size it accordingly.

Washington became AI's power banker. Compute became a tradable commodity. The Altman conflict got a number today. Housing buyers came back for the first time in three years.

Cerebras's OpenAI revenue concentration figure, the first compute futures contract launch date, and KB Home's Q2 net orders are the three signals that tell you how much of today actually sticks before the next AI IPO window opens.