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SITUATION ANALYSIS: AI data centers may be driving America’s nuclear comeback. What Christopher Koopman says is happening: • Nuclear companies are already building test reactors • Some are already going critical • Hyperscalers are demanding huge amounts of reliable power • Data centers need baseload electricity that can run...

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153,301 просмотров • 2 месяцев назад •via X (Twitter)

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SITUATION ANALYSIS: America may have fixed the nuclear permitting problem. What Lee Robinson, founding member & COO of General Matter, says is happening: • Regulatory reform has made real progress • Small modular reactors and microreactors are closer to coming online • Reactor companies are now focused on fuel supply • The core question is whether enrichment can scale fast enough • If fuel scales, reactors can scale • More reactors mean more power on the grid • More power can lower energy prices • Lower energy prices can bring down the cost of everything Emma Steuer 🧚🤖
1:21

SITUATION ANALYSIS: America may have fixed the nuclear permitting problem. What Lee Robinson, founding member & COO of General Matter, says is happening: • Regulatory reform has made real progress • Small modular reactors and microreactors are closer to coming online • Reactor companies are now focused on fuel supply • The core question is whether enrichment can scale fast enough • If fuel scales, reactors can scale • More reactors mean more power on the grid • More power can lower energy prices • Lower energy prices can bring down the cost of everything Emma Steuer 🧚🤖

MTS

29,874 просмотров • 2 месяцев назад

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47
2:42

As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

The Hill & Valley Forum

11,241 просмотров • 4 месяцев назад

Trawsfynydd Nuclear Power Station. Hands down nuclear power is the safest and most abundant source of energy mankind has ever discovered. It is clean, can be reusable (breeder reactors), and has a body count far far less than all other energy production methods. It is the epitome of green. Which is why they dont want you to have it and deliberately conflate nuclear power with nuclear weapons. Meanwhile all the major tech companies are planning to build small modular nuclear power stations for their data centres whilst pushing the green agenda.
8:40

Trawsfynydd Nuclear Power Station. Hands down nuclear power is the safest and most abundant source of energy mankind has ever discovered. It is clean, can be reusable (breeder reactors), and has a body count far far less than all other energy production methods. It is the epitome of green. Which is why they dont want you to have it and deliberately conflate nuclear power with nuclear weapons. Meanwhile all the major tech companies are planning to build small modular nuclear power stations for their data centres whilst pushing the green agenda.

Darren of Plymouth

25,253 просмотров • 3 месяцев назад

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”
1:03:18

My first interview with US Secretary of Energy Secretary Chris Wright and Scott Nolan, Founder of General Matter. This conversation is on nuclear and how we're going to power the AI data center buildout. 0:07 Powering the AI data center boom 3:25 Biggest energy bottlenecks over the next five years 6:03 Ramping power generation before we have SMRs 16:06 Bridging the nuclear transition with natural gas 21:39 What if we’re underestimating how much power we’ll need for AI 27:10 Staying ahead of China 34:07 Why AI is hated + the fear of AI data centers driving up electricity prices 40:21 Increasing baseload capacity 42:50 Building hundreds of gigawatts by 2050 49:37 Copying the SpaceX playbook 53:14 Incentivizing founders to build ahead of demand 59:03 “If you want to build big things in America, come talk to the government”

Ti Morse

111,682 просмотров • 2 месяцев назад

AI, data centers, national security, none of it works without power. You can’t plug massive data centers into local grids anymore. It drives energy prices up for hospitals, homes, and entire communities. Permits get denied. Projects die. The only solution right now is building power generation alongside data centers, fast, reliable, and scalable. Natural gas is the bridge. Nuclear is too slow. China understands this. They build first and ask questions later. If we don’t fix permitting and power generation quickly, we fall behind... economically, technologically, and strategically. This isn’t political. It’s reality.
2:01

AI, data centers, national security, none of it works without power. You can’t plug massive data centers into local grids anymore. It drives energy prices up for hospitals, homes, and entire communities. Permits get denied. Projects die. The only solution right now is building power generation alongside data centers, fast, reliable, and scalable. Natural gas is the bridge. Nuclear is too slow. China understands this. They build first and ask questions later. If we don’t fix permitting and power generation quickly, we fall behind... economically, technologically, and strategically. This isn’t political. It’s reality.

Kevin O'Leary aka Mr. Wonderful

26,348 просмотров • 7 месяцев назад

🚨 TEACHERS WERE TOLD TO TURN OFF THE LIGHTS FOR AI DATA CENTERS — AND THE STUDENTS WERE LEFT IN THE DARK This is the future they promised? Loudoun County, Virginia... one of the biggest data center hubs on Earth, welcomed 37 data centers. Then the AI boom arrived. The servers came online. The power demand exploded. Now schools are reportedly being told to cut energy use. Turn off lights. Unplug electronics. Conserve wherever possible. The facilities consuming enormous amounts of electricity keep expanding. The classrooms are being told to use less. Officials say it's about rising energy costs. But that's not the question many people are asking. The question is why the burden always seems to fall on everyone else. The data centers get built. The power demand rises. The electricity bills go up. And somehow the teachers and students are the ones being asked to make sacrifices. They said AI would transform society. Maybe it already is. Because every year it feels like the same story. The data centers need more power. The data centers need more water. The data centers need more land. The data centers keep growing. And ordinary people are told to adapt. First they built the data centers. Now the schools are turning off the lights. Who should get the electricity first: students or AI servers?
1:37

🚨 TEACHERS WERE TOLD TO TURN OFF THE LIGHTS FOR AI DATA CENTERS — AND THE STUDENTS WERE LEFT IN THE DARK This is the future they promised? Loudoun County, Virginia... one of the biggest data center hubs on Earth, welcomed 37 data centers. Then the AI boom arrived. The servers came online. The power demand exploded. Now schools are reportedly being told to cut energy use. Turn off lights. Unplug electronics. Conserve wherever possible. The facilities consuming enormous amounts of electricity keep expanding. The classrooms are being told to use less. Officials say it's about rising energy costs. But that's not the question many people are asking. The question is why the burden always seems to fall on everyone else. The data centers get built. The power demand rises. The electricity bills go up. And somehow the teachers and students are the ones being asked to make sacrifices. They said AI would transform society. Maybe it already is. Because every year it feels like the same story. The data centers need more power. The data centers need more water. The data centers need more land. The data centers keep growing. And ordinary people are told to adapt. First they built the data centers. Now the schools are turning off the lights. Who should get the electricity first: students or AI servers?

HustleBitch

23,460 просмотров • 1 месяц назад

.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."
3:39

.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

TBPN

169,637 просмотров • 8 месяцев назад

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand
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Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand

Matt Allen

10,417 просмотров • 3 месяцев назад

"We sell energy, not nuclear reactors." - Isaiah Taylor - making nuclear reactors, founder of Valar Atomics "The best way to use a Falcon 9 at SpaceX is to own the entire operational cadence. You sell products like kgs to orbit and Internet connectivity." "Nuclear reactors are like this as well. You build reactors on large energy campuses, then sell energy to AI data centers which need hydrogen and synthetic fuels." "If we can make a synthetic fuel that's cheaper than diesel or gasoline, we can become the energy company of the world."
1:02

"We sell energy, not nuclear reactors." - Isaiah Taylor - making nuclear reactors, founder of Valar Atomics "The best way to use a Falcon 9 at SpaceX is to own the entire operational cadence. You sell products like kgs to orbit and Internet connectivity." "Nuclear reactors are like this as well. You build reactors on large energy campuses, then sell energy to AI data centers which need hydrogen and synthetic fuels." "If we can make a synthetic fuel that's cheaper than diesel or gasoline, we can become the energy company of the world."

TBPN

26,366 просмотров • 1 год назад

Woman who lives in Virginia says her county alone has over 50 Data Centers and now they are being asked to conserve both power and water “Our temperatures are about to hit an average of 120° across the state, but you want us to preserve water and power so the data centers can run, and we're going to be the ones fitting the bill for all that power that gets used up” She’s absolutely correct I verified that parts of Virginia are sending conservation requests to residents For those that don’t know how bad it is in Virginia Data Center Alley alone in Northern Virginia hosts the world’s largest concentration of data centers, around 600–685 facilities with many more planned Things are only going to get worse
2:02

Woman who lives in Virginia says her county alone has over 50 Data Centers and now they are being asked to conserve both power and water “Our temperatures are about to hit an average of 120° across the state, but you want us to preserve water and power so the data centers can run, and we're going to be the ones fitting the bill for all that power that gets used up” She’s absolutely correct I verified that parts of Virginia are sending conservation requests to residents For those that don’t know how bad it is in Virginia Data Center Alley alone in Northern Virginia hosts the world’s largest concentration of data centers, around 600–685 facilities with many more planned Things are only going to get worse

Wall Street Apes

120,485 просмотров • 1 месяц назад

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.
0:24

Be aware of what your electricity bill is now. Watch what happens if any AI data centers get built in your region. Your rates are going to increase dramatically because consumers are going to be forced to pay for the expansion of the power supply. If AI companies are not forced to fully fund their electricity requirements, the rest of us will pay for it. We are starting to see communities rise up and protest the building permits for AI data centers in their areas.

Wall Street Mav

47,407 просмотров • 9 месяцев назад

BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices
0:37

BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices

Ark Invest Tracker

95,625 просмотров • 29 дней назад

Premier of Manitoba in Canada Wab Kinew says the quiet part out loud He’s rejecting data center projects because the real reason behind them is “surveillance capitalism” “We're not gonna move ahead with the data centre — I reject the idea that we have to be slaves to surveillance capitalism in order to participate in the modern economy” “So the message to any company out there should be, if you wanna have a thoughtful, human-centered approach to technology, come to Manitoba 'cause that's what we're interested in” This really should make you wonder about all the thousands of data centers being rapidly put up in America. You don’t need that many data centers for AI… The surveillance state is being built, right now I show in the video there are already hundreds of hyper scale data centers in America where they are either dedicated to, or a portion of them is dedicated to, surveillance of American for things like purchases It’s already happening
1:36

Premier of Manitoba in Canada Wab Kinew says the quiet part out loud He’s rejecting data center projects because the real reason behind them is “surveillance capitalism” “We're not gonna move ahead with the data centre — I reject the idea that we have to be slaves to surveillance capitalism in order to participate in the modern economy” “So the message to any company out there should be, if you wanna have a thoughtful, human-centered approach to technology, come to Manitoba 'cause that's what we're interested in” This really should make you wonder about all the thousands of data centers being rapidly put up in America. You don’t need that many data centers for AI… The surveillance state is being built, right now I show in the video there are already hundreds of hyper scale data centers in America where they are either dedicated to, or a portion of them is dedicated to, surveillance of American for things like purchases It’s already happening

Wall Street Apes

31,304 просмотров • 1 месяц назад

.Senator Jon Husted: What you are offering today with the Ratepayer Protection Pledge is great leadership because this solves the problem that people were worried about. As the data centers build new power plans, it leads to energy stability—affordable, reliable electricity.
1:45

.Senator Jon Husted: What you are offering today with the Ratepayer Protection Pledge is great leadership because this solves the problem that people were worried about. As the data centers build new power plans, it leads to energy stability—affordable, reliable electricity.

Rapid Response 47

30,212 просмотров • 5 месяцев назад

Last May, Valar Atomics promised to build a nuclear reactor and bring it online by July 4, 2026. Yesterday, their reactor went online in Utah — three days before the deadline set by Trump’s executive order to accelerate advanced nuclear testing outside the national labs. The EO’s target was criticality. Founder Isaiah Taylor - making nuclear reactors says they went further: “We didn’t just go critical. We went critical twice.” “And we went to thermal power operations and we went to electricity production.” "We really just hit it out of the park in every dimension." Valar also just announced a partnership with Nvidia to explore nuclear-powered data centers.
0:59

Last May, Valar Atomics promised to build a nuclear reactor and bring it online by July 4, 2026. Yesterday, their reactor went online in Utah — three days before the deadline set by Trump’s executive order to accelerate advanced nuclear testing outside the national labs. The EO’s target was criticality. Founder Isaiah Taylor - making nuclear reactors says they went further: “We didn’t just go critical. We went critical twice.” “And we went to thermal power operations and we went to electricity production.” "We really just hit it out of the park in every dimension." Valar also just announced a partnership with Nvidia to explore nuclear-powered data centers.

TBPN

21,900 просмотров • 1 месяц назад

🚨 DATA CENTERS ARE SECRETLY POWERING AMERICA'S HIDDEN UNDERGROUND CITIES — AND WHAT HAPPENS NEXT IS TERRIFYING The head of America’s largest utility just issued a chilling warning: you could lose power next year because of the explosion in data centers. These monstrous facilities are devouring insane amounts of electricity and millions of gallons of clean drinking water every single day. So here’s the terrifying question no one in power wants asked: Why are so many data centers being built in strategically critical locations all of a sudden? One dark theory that’s gaining traction: They’re powering a vast, secret network of underground bases and cities beneath America. We already know the government has constructed an extraordinary number of underground facilities and transportation tunnels. Some documented. Many more completely hidden. Now with data centers exploding everywhere, people are connecting the dots, and the picture is nightmare fuel. What the hell are they really preparing for down there? A coming catastrophe? Societal collapse? Something far worse?
1:45

🚨 DATA CENTERS ARE SECRETLY POWERING AMERICA'S HIDDEN UNDERGROUND CITIES — AND WHAT HAPPENS NEXT IS TERRIFYING The head of America’s largest utility just issued a chilling warning: you could lose power next year because of the explosion in data centers. These monstrous facilities are devouring insane amounts of electricity and millions of gallons of clean drinking water every single day. So here’s the terrifying question no one in power wants asked: Why are so many data centers being built in strategically critical locations all of a sudden? One dark theory that’s gaining traction: They’re powering a vast, secret network of underground bases and cities beneath America. We already know the government has constructed an extraordinary number of underground facilities and transportation tunnels. Some documented. Many more completely hidden. Now with data centers exploding everywhere, people are connecting the dots, and the picture is nightmare fuel. What the hell are they really preparing for down there? A coming catastrophe? Societal collapse? Something far worse?

HustleBitch

66,442 просмотров • 1 месяц назад

Joe Rogan is highly suspicious with comedian Joey Diaz about what’s really going on with Data Centers: ROGAN: “Why are they building massive data centers that need to be powered by nuclear reactors? WHAT ARE YOU DOING? These things are sucking up all the water. What’s really going on here?” DIAZ: “Wow, that’s creepy.” ROGAN: “Right now the entire world is addicted to content. These phones are just the gateway drug. Something bigger is coming.” DIAZ: “Technology is destroying kids. My daughter can no longer watch an entire movie.” ROGAN: “They have zero attention span.” DIAZ: “She can only watch 40 minutes and then she might watch some more the next day.” ROGAN: “The addiction to our phones is preparing us for the next stage of what life is going to be like as a human. The phones are just the beginning.”
3:24

Joe Rogan is highly suspicious with comedian Joey Diaz about what’s really going on with Data Centers: ROGAN: “Why are they building massive data centers that need to be powered by nuclear reactors? WHAT ARE YOU DOING? These things are sucking up all the water. What’s really going on here?” DIAZ: “Wow, that’s creepy.” ROGAN: “Right now the entire world is addicted to content. These phones are just the gateway drug. Something bigger is coming.” DIAZ: “Technology is destroying kids. My daughter can no longer watch an entire movie.” ROGAN: “They have zero attention span.” DIAZ: “She can only watch 40 minutes and then she might watch some more the next day.” ROGAN: “The addiction to our phones is preparing us for the next stage of what life is going to be like as a human. The phones are just the beginning.”

Fan Commentary: Joe Rogan Recaps

399,010 просмотров • 2 месяцев назад

New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet
1:35

New startup company will put ‘Mini Data Centers’ on the side of residential homes all over America Companies Nvidia and PulteGroup are patterning with SPAN, “A major U.S home builder is now making small fractional data centers, or they call them nodes that can be put on the side of residential homes.” “These could negate the need to build as many hyperscalers and AI cloud providers Just tap into the node network like a regular data center now SPAN, collaborated with NVIDIA using its technology in the system span claims it can install 8,000 of these units about six times faster and at five times lower cost than the construction of a typical centralized 100 megawatt data center of the same size.” In return for letting this company put a mini data center on the side of your home, you’ll get a $150 credit on your electricity bill In some locations you could get free electricity and internet

Wall Street Apes

258,334 просмотров • 3 месяцев назад