Content contributed by @EricFlaningam at X, Author of Generative ValueAmong the many bottlenecks for AI data centers, energy might be the most important and the most difficult to address. IF estimates of data center energy consumption turn out to be true (or even in the vicinity of truth), our current energy infrastructure will not be able to support those demands. Unfortunately, there’s no easy way to increase energy capacity quickly. I think it will take many solutions to solve this problem, just a few of them are: - Off-Grid Power Generation - Nuclear - Long-Duration Energy Storage (Batteries) - Building Where the Power’s At - Grid Optimization Tech I shared some thoughts on this areaNuclear Recently, we’ve seen big tech seemingly go all in on supporting nuclear. Just a few examples of
Nuclear Power Stocks Soar! Is OKLO Your Pick?
Nuclear concept stocks OKLO, SMR, and NNE surged again. OKLO has refreshed its all time high this month. In addition, energy companies that supply nuclear power, such as Vistra Energy, Constellation Energy, and Talen Energy, have seen their stock prices rise by at least 90% over the past year, with the upward trend continuing in 2024. --------------- Will you jump on the wagon of nuclear power stocks?
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