The purity thesis says AI power must wait for the immaculate grid. No gas bridge, no accelerated nuclear construction sequence, no private campus plant, no compromise with turbines while licensing eats the calendar. It calls this discipline.
Blue Energy and GE Vernova are interesting because the model insults that theology at the unit of time. Two 7HA gas turbines energize the Texas site first, BWRX-300 modules follow, the steam supply switches as fission arrives. Capital buys a clock, not a brochure. Compute wants firm MW before the committee has finished baptizing the load.
The contradiction is simple enough. If nuclear is too slow and gas is too dirty, then the only permitted answer to rising intelligence demand is rationing. That position has already conceded the future to anyone willing to pour concrete under a turbine.