Nuclear Power

MTI said Paks Unit 3 turbine No. 6 was synchronised late Saturday and began producing. Péter Magyar said four of eight turbines were running on Sunday and that the plant could reach 2,000 MW by Wednesday. Cernavodă, on the same river, did not reconnect. That 23 August call settles NO.

Unit 2 crossed its river operating threshold and shut in a controlled sequence, leaving roughly 1.3 GW of Cernavodă capacity unavailable. Romania kept the grid balanced, but the public record still lacks a final ledger for replacement volumes and prices.

Paks may have to shut within 24–72 hours. Cernavodă Unit 1 is down while Unit 2 remains connected, turning the Danube’s cooling margin into a cross-border replacement-power bill.

Four privately developed microreactor designs achieved DOE-authorized criticality in thirty days. Licensing, power ascension and the first useful watt remain ahead of every customer.

Seoul and Washington are steering billions toward power-rich land, permitted generation, and domestic chips while China's low-cost open models narrow the frontier gap. Semiconductor stocks fell on 2 July as investors weighed megawatt megaprojects against cheaper inference anyone can download.

Washington is selling speed. Tehran is preserving conditions. The first test is whether inspectors reach the damaged sites.

AI capacity is being built as physical infrastructure: powered, sited, financed and politically prioritized. Chips still matter, but the binding constraint is moving toward electrons, memory capacity and software that lets compute move across silicon.