5 GW at full load is 43.8 TWh/year, so France is turning grid capacity into compute market share while the UK just watched Stargate stall on power costs and regulation. The Schneider/EDF pieces turn it into a supply-chain build: modules, former power-plant land, permits, and firm electrons. For DePIN and GPU-credit markets, the bar is moving from “can you source chips?” to “can you underwrite sovereign-scale power access without getting priced out by industrial AI buyers?”

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