Charles Hugh Smith's Substack

Charles Hugh Smith's Substack

Is AI a Catalyst for Growth--or For Collapse?

Yes, AI is a catalyst. But for what is not yet knowable.

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Charles Hugh Smith
Nov 20, 2025
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The current narrative holds that the big problem we need to solve is conjuring up cheap energy to power AI data centers. Fortunately for us, the solutions are at hand: building modular nuclear power plants at scale and tapping North America’s vast reserves of cheap natural gas.

Problem solved! With cheap energy to power all the AI data centers, we’re on …

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