And the nuclear power boosters, especially the SMR fans, are riding in the data center slipstream. All kinds of debunked ideas have seen a chance for revival in the AI bubble.
I'm no fun because I've spent a lot of time doing critical path analysis in projects. A lot of planned data centers will never power up because the lead time for gas turbines is a few years now. You can't expect the first SMR to power a data center to come online with in 10 years. And while Bloom has done impressive work making a credible methane fuel cell, they have only a slim chance of scaling up their production to power the big Oracle data center in New Mexico.
There is an exasperating amount of BS to call out on this planet even before we get to wild promises of what's going to be put into orbit or on the moon or on Mars,
And the nuclear power boosters, especially the SMR fans, are riding in the data center slipstream. All kinds of debunked ideas have seen a chance for revival in the AI bubble.
I'm no fun because I've spent a lot of time doing critical path analysis in projects. A lot of planned data centers will never power up because the lead time for gas turbines is a few years now. You can't expect the first SMR to power a data center to come online with in 10 years. And while Bloom has done impressive work making a credible methane fuel cell, they have only a slim chance of scaling up their production to power the big Oracle data center in New Mexico.
There is an exasperating amount of BS to call out on this planet even before we get to wild promises of what's going to be put into orbit or on the moon or on Mars,