Three separate Factum threads converge on the same bottleneck: the race to secure gigawatts for data centers. 'Failed US-Iran Talks Risk Summer Oil Shock' and 'US Strikes Near Hormuz' treat Hormuz as a classic geopolitical risk. 'US Plutonium-to-Fuel Initiative' frames plutonium repurposing as domestic energy security. Older pieces on NANO Nuclear's acquisition and SMR logistics bottlenecks show private capital trying to bypass both foreign oil and slow state nuclear programs. No single article notes that the same AI-driven load growth making Hormuz a $12B flashpoint is also the reason NANO is vertically integrating fuel fabrication while the plutonium plan quietly shifts weapons material into reactors. The missing link is that oil-route fragility and nuclear supply-chain shortcuts are two sides of one procurement problem created by frontier-model training clusters.