The Five Nine: Can nuclear fix the big data center power problem?
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Show Notes
This week we’re taking a look at the big bottleneck that could bring the AI revolution to a screeching halt: power.
AI requires a lot of high power chips deployed in a LOT of data centers. But while hyperscalers have plans to build up new data centers to support AI demand, they’ve run into power shortages in key areas. They’re particularly feeling the crunch in the U.S. So, we sat down with a pair of guests to figure out how we got into this mess, whether new nuclear plants could be the answer to hyperscalers’ prayers and what needs to be done to get us to where we need to be.
We chatted with Mark Nelson, founder and managing director at consulting firm Radiant Energy Group, and Aalo Atomics CEO Matt Loszak to get some answers.
To learn more about the topics in this episode:
- Will new nuclear arrive in the US in time to save data centers?
- A big battle over data center power bills is looming
- Here’s what hyperscalers, OpenAI say they need to build an AI empire
- Energy companies are struggling to keep up with data centers’ monster appetite
- Here’s why Trump’s energy policy matters for cloud providers
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