Comment by anovikov

At the risk of looking like [0] guy, i suggest this is incredibly far from the truth.

First of all, because building a new nuclear plant in 10 years is all but impossible. Therefore, since there isn't many of them under construction now already, not many will be built within 10 years regardless of demand.

Secondly, if demand comes from AI, it is used for training AI models and is thus not very time-sensitive. If those data centres can buy electricity very cheaply, they will happily do it half of the time, especially as GPUs wear out from constant use, and have a longer "moral" lifespan due to obsolescence than physical, so they won't be losing much from keeping them off for part of the day if that buys them much cheaper power - and buying it NOW, not in 10 years. In this case, AI can even help deployment of renewables because they can feed extra "free" electricity during peak production hours, to the data centres, getting something rather than nothing for it, thus reducing "duck curve" problem of curtailment.

[0] https://external-preview.redd.it/nv9Rv16O4tFC4rWm443AW3oBdyK...