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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... show more

MTS

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153,301 views • 1 month ago •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 🧚🤖

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 views • 1 month ago

It's already happening; when you build an AI Data Center... electricity bills go up. As the next Governor of Florida, I will block all construction of AI Data Centers in Florida.

It's already happening; when you build an AI Data Center... electricity bills go up. As the next Governor of Florida, I will block all construction of AI Data Centers in Florida.

James Fishback

19,064 views • 2 months ago

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

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 views • 2 months ago

Former Intel CEO Pat Gelsinger: "People are talking about these one, five, ten-megawatt data centers... Every time somebody says 'gigawatt', the image I want in your mind is a nuclear reactor. One nuclear reactor is about a gigawatt of power capacity."

Former Intel CEO Pat Gelsinger: "People are talking about these one, five, ten-megawatt data centers... Every time somebody says 'gigawatt', the image I want in your mind is a nuclear reactor. One nuclear reactor is about a gigawatt of power capacity."

TBPN

57,056 views • 9 months ago

American nuclear startups are racing to build working reactors by July 4th. We went inside one of the frontrunners, Aalo Atomics, to find out how they're balancing safety and speed in the push to power data centers.

American nuclear startups are racing to build working reactors by July 4th. We went inside one of the frontrunners, Aalo Atomics, to find out how they're balancing safety and speed in the push to power data centers.

Soon

30,379 views • 3 months ago

The companies that build these data centers are some of the wealthiest enterprises on the face of the Earth. They are wealthy enough to bring their own power

The companies that build these data centers are some of the wealthiest enterprises on the face of the Earth. They are wealthy enough to bring their own power

Josh Hawley

39,087 views • 25 days ago

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.

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 views • 2 months ago

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”

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

109,243 views • 1 month ago

🚨 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?

🚨 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

17,306 views • 16 hours ago

Here's a first look inside our Critical Test Reactor Facility, housing Aalo's first nuclear reactor. The CTR is a milestone in developing Aalo-X, our demonstration nuclear power plant purpose-built to power AI data centers. Take a tour with our CTO Yasir Arafat and learn how the facility works.

Here's a first look inside our Critical Test Reactor Facility, housing Aalo's first nuclear reactor. The CTR is a milestone in developing Aalo-X, our demonstration nuclear power plant purpose-built to power AI data centers. Take a tour with our CTO Yasir Arafat and learn how the facility works.

Aalo Atomics

12,627 views • 1 month ago

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.

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 views • 5 months ago

President Trump expected to ease regulations on the nuclear sector: "AI, quantum computing, and data centers are on the rise, and they understand that without nuclear, it's going to be a really hard issue to get to this base load energy production," says Nano Nuclear's Jay Yu.

President Trump expected to ease regulations on the nuclear sector: "AI, quantum computing, and data centers are on the rise, and they understand that without nuclear, it's going to be a really hard issue to get to this base load energy production," says Nano Nuclear's Jay Yu.

Yahoo Finance

13,392 views • 1 year ago

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

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 views • 1 month ago

We went to Texas to see the future of America's AI infrastructure: massive data centers and startups racing to build nuclear reactors to power them. Here's a preview of our next two documentaries.

We went to Texas to see the future of America's AI infrastructure: massive data centers and startups racing to build nuclear reactors to power them. Here's a preview of our next two documentaries.

Soon

34,852 views • 3 months ago

Some CEOs think it's time to build data centers on the moon. In a CNBC interview the CEO of one real estate firm says companies are looking to "monetize space" by building manufacturing plants and data centers up on the moon.

Some CEOs think it's time to build data centers on the moon. In a CNBC interview the CEO of one real estate firm says companies are looking to "monetize space" by building manufacturing plants and data centers up on the moon.

More Perfect Union

517,463 views • 11 months ago

.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."

.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 views • 6 months 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."

jay plemons

17,665 views • 7 months ago

On data centers and energy usage, "Data centers don't need the grid, you can put the data center where the power source is." Khosla Ventures’ Vinod Khosla #BloombergGreen ⏯️

On data centers and energy usage, "Data centers don't need the grid, you can put the data center where the power source is." Khosla Ventures’ Vinod Khosla #BloombergGreen ⏯️

Bloomberg Live

38,466 views • 11 months ago

"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."

"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

26,233 views • 1 year ago