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Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI... show more

Kevin O'Leary aka Mr. Wonderful

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33,937 views • 3 days ago •via X (Twitter)

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Today, many professionals in the nuclear energy industry believe that small modular reactors (SMRs) are an important direction for the future development of nuclear reactor technology. Linglong One(ACP100) stands as an innovative pioneer in the small reactor sector, charting new paths for comprehensive nuclear energy utilization. With the diversification of global energy demand and the urgent need for clean energy development, small reactors demonstrate unique advantages in remote area power supply and urban heating due to their flexibility and safety features.

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ELON MUSK: Kardashev-Scale civilization will need Moon Bases and Mass Drivers. To reach a Kardashev-scale future for AI, humanity need space-based infrastructure including Moon bases, mass drivers, and large-scale solar power systems. Future AI may require energy at a scale far beyond what Earth can easily support. Solar-powered AI satellites launched from Earth could potentially generate terawatt-level power, but would require around 10 million tons of payload to orbit every year. That level of infrastructure could produce around twice the annual electricity use of the United States for AI power. The idea is not limited by physics; the real challenge is building at a massive enough scale. Lunar infrastructure could unlock petawatt-scale solar-powered AI, making Earth’s current economy look small by comparison.

ELON MUSK: Kardashev-Scale civilization will need Moon Bases and Mass Drivers. To reach a Kardashev-scale future for AI, humanity need space-based infrastructure including Moon bases, mass drivers, and large-scale solar power systems. Future AI may require energy at a scale far beyond what Earth can easily support. Solar-powered AI satellites launched from Earth could potentially generate terawatt-level power, but would require around 10 million tons of payload to orbit every year. That level of infrastructure could produce around twice the annual electricity use of the United States for AI power. The idea is not limited by physics; the real challenge is building at a massive enough scale. Lunar infrastructure could unlock petawatt-scale solar-powered AI, making Earth’s current economy look small by comparison.

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Would you look at this. It turns out the future isn’t wind and solar, It’s nuclear power Happening Now: Construction on 3 Nuclear Power Plants has begun to meet Google’s net zero company goals after demands for more power increased with ai “Oak Ridge, Tennessee, they're building three phases of experimental nuclear power plants here. These are called SMRs. Small modular reactors, smaller, cheaper, and safer than traditional power plants. Instead of fuel rods, they use these fuel pebbles. Cut it in half and you can see the simulated specs of uranium in there. These contain the byproducts. The client for all this is Google. Google's trying to reach its goals of being a net zero company, so they need a lot more clean power now that they're using all this AI stuff. So this company called Kairos Power is gonna build them with luck by 2030, a fleet of small modular reactors for clean, safe nuclear power forever.”

Would you look at this. It turns out the future isn’t wind and solar, It’s nuclear power Happening Now: Construction on 3 Nuclear Power Plants has begun to meet Google’s net zero company goals after demands for more power increased with ai “Oak Ridge, Tennessee, they're building three phases of experimental nuclear power plants here. These are called SMRs. Small modular reactors, smaller, cheaper, and safer than traditional power plants. Instead of fuel rods, they use these fuel pebbles. Cut it in half and you can see the simulated specs of uranium in there. These contain the byproducts. The client for all this is Google. Google's trying to reach its goals of being a net zero company, so they need a lot more clean power now that they're using all this AI stuff. So this company called Kairos Power is gonna build them with luck by 2030, a fleet of small modular reactors for clean, safe nuclear power forever.”

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156,172 views • 1 year ago

Jensen Huang predicts within a decade, companies will build their own small nuclear reactors to power AI factories. HUANG: "In the next six, seven years, I think you're going to see a whole bunch of small nuclear reactors. We'll all be power generators. ... it takes the burden off the grid, you could build as much as you need, and you can contribute back to the grid."

Jensen Huang predicts within a decade, companies will build their own small nuclear reactors to power AI factories. HUANG: "In the next six, seven years, I think you're going to see a whole bunch of small nuclear reactors. We'll all be power generators. ... it takes the burden off the grid, you could build as much as you need, and you can contribute back to the grid."

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Most people don't realize the biggest bottleneck for AI isn't chips anymore, it's energy. And it's not even close. Greg Osuri, founder of Akash Network: "We have about $2 trillion in sovereign commitments, and most of that money is to develop energy infrastructure. But AI moves in months. Energy doesn't." "To get a transformer today, 4 to 7 years. Samsung has $150 billion in pending orders." "A nuclear reactor from permit to power takes about 15 years. Gas turbines? Same problem. Energy doesn't move as fast as data centers do." This is the dark horse that could slow down the entire AI boom.

Most people don't realize the biggest bottleneck for AI isn't chips anymore, it's energy. And it's not even close. Greg Osuri, founder of Akash Network: "We have about $2 trillion in sovereign commitments, and most of that money is to develop energy infrastructure. But AI moves in months. Energy doesn't." "To get a transformer today, 4 to 7 years. Samsung has $150 billion in pending orders." "A nuclear reactor from permit to power takes about 15 years. Gas turbines? Same problem. Energy doesn't move as fast as data centers do." This is the dark horse that could slow down the entire AI boom.

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10,576 views • 6 months ago