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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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$IREN CO-FOUNDER DANIEL ROBERTS: IF SOMEONE WANTED TO BUILD A 1GW AI FACTORY TODAY, THEY LIKELY WOULDN’T GET THEIR FIRST COMPUTE ONLINE UNTIL 2030. THAT SHOWS JUST HOW SEVERE THE POWER BOTTLENECK HAS BECOME ACROSS AI INFRASTRUCTURE. THAT’S WHY ENERGY AND POWER INFRASTRUCTURE PLAYS IN $BE AND $FPS ARE BECOMING INCREASINGLY IMPORTANT AS THE COMPUTE FOOTPRINT OF BUILDERS LIKE $NBIS, $WULF, AND $APLD CONTINUES TO EXPAND.

$IREN CO-FOUNDER DANIEL ROBERTS: IF SOMEONE WANTED TO BUILD A 1GW AI FACTORY TODAY, THEY LIKELY WOULDN’T GET THEIR FIRST COMPUTE ONLINE UNTIL 2030. THAT SHOWS JUST HOW SEVERE THE POWER BOTTLENECK HAS BECOME ACROSS AI INFRASTRUCTURE. THAT’S WHY ENERGY AND POWER INFRASTRUCTURE PLAYS IN $BE AND $FPS ARE BECOMING INCREASINGLY IMPORTANT AS THE COMPUTE FOOTPRINT OF BUILDERS LIKE $NBIS, $WULF, AND $APLD CONTINUES TO EXPAND.

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🇺🇸 Tucker: "There's no conversations about the benefits of AI..." Tucker argues that the exploding AI boom will trigger massive investments in power generation, infrastructure, and economic development, with only the negative effects to humanity being discussed. "You're telling me I can't have electricity of water because the machines need it? What is going on?" As demand for AI continues to surge, it could become one of the biggest infrastructure and economic shifts in decades. Source: TCN, / Writer: Val

🇺🇸 Tucker: "There's no conversations about the benefits of AI..." Tucker argues that the exploding AI boom will trigger massive investments in power generation, infrastructure, and economic development, with only the negative effects to humanity being discussed. "You're telling me I can't have electricity of water because the machines need it? What is going on?" As demand for AI continues to surge, it could become one of the biggest infrastructure and economic shifts in decades. Source: TCN, / Writer: Val

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What is a "token factory"—and why is China building them? China's first city-level green token factory is taking shape in Changzhou, where renewable energy will power the production of 60 trillion AI tokens each year. Unlike traditional factories, token factories generate the digital building blocks that AI models use to understand and create text. As AI demand continues to surge, China is combining clean energy with next-generation computing to build a more efficient and sustainable AI infrastructure.

Hi,GBA

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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.

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.

CNNC

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Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

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$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

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What happens if Qatar stops supplying LNG to Pakistan? At first it sounds like a major crisis. But Pakistan’s energy mix is changing fast. With rising nuclear power from the Chashma Nuclear Power Complex and Karachi Nuclear Power Plant, coal from the Thar Coalfield, and a boom in rooftop solar, the country is becoming more independent in electricity generation. Could Pakistan soon become largely self-reliant in power? ⚡🇵🇰

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Jensen Huang: What if I told you that in the last decade, we’ve made AI computing 100,000 times more efficient? Imagine if your car could become 100,000 times faster or use 100,000 times less energy. That’s what we’ve achieved with AI. In just 10 years, the energy required to run AI will be minimal, making it accessible in everything – from smartphones to homes – all the time. The future of AI means it will power our daily lives without draining resources or creating environmental impact. This is happening now, and the potential is limitless.

Jensen Huang: What if I told you that in the last decade, we’ve made AI computing 100,000 times more efficient? Imagine if your car could become 100,000 times faster or use 100,000 times less energy. That’s what we’ve achieved with AI. In just 10 years, the energy required to run AI will be minimal, making it accessible in everything – from smartphones to homes – all the time. The future of AI means it will power our daily lives without draining resources or creating environmental impact. This is happening now, and the potential is limitless.

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Elon Musk explaining why we’ll need solar-powered AI satellites in space within the next five years. Not because it sounds futuristic, but because Earth simply can’t generate the energy needed for what’s coming. AI alone could require 300 gigawatts of power every year To put that into perspective, that’s almost two-thirds of the entire U.S. electricity output, just for AI. And scaling up to a terawatt per year? That’s beyond what Earth’s grids and infrastructure can handle. Space is the only place with the endless power supply AI will demand.

SMX 🇺🇸

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ELON WARNS OF THE REAL AI BOTTLENECK Even with the sun, efficiency still matters. AI is hitting physical limits. Why? Everything is going to go electric. AI is going to explode. Electricity output will have to TRIPLE. The grid isn’t ready, and one bad peak could mean a blackout. Utilities need to build power and add batteries, or expect CHAOS. This is an AI is an energy race.️

ELON WARNS OF THE REAL AI BOTTLENECK Even with the sun, efficiency still matters. AI is hitting physical limits. Why? Everything is going to go electric. AI is going to explode. Electricity output will have to TRIPLE. The grid isn’t ready, and one bad peak could mean a blackout. Utilities need to build power and add batteries, or expect CHAOS. This is an AI is an energy race.️

Mario Nawfal

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The focus of AI competition has shifted from computing power to capabilities. At MWC26 Barcelona, Tim Tao, President of Huawei Cloud Solution Sales, pointed out that cloud is the "public power grid" in the AI era. With comprehensive cloud services, Huawei Cloud builds Industry AI Foundry to solve industry problems with AI.

The focus of AI competition has shifted from computing power to capabilities. At MWC26 Barcelona, Tim Tao, President of Huawei Cloud Solution Sales, pointed out that cloud is the "public power grid" in the AI era. With comprehensive cloud services, Huawei Cloud builds Industry AI Foundry to solve industry problems with AI.

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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.

DogeDesigner

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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.”

Wall Street Apes

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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."

jay plemons

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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.

The Rollup

10,576 görüntüleme • 6 ay önce