Nuclear has a (much) higher levelized cost of energy than solar and wind (even if you include a few hours of battery storage) in many or most parts of the world.
Nuclear has been stagnant for ~two decades. The world has about the same installed nuclear capacity in 2024 as it had in 2004. Not in percent (i.e. “market share”) but in absolute numbers.
If you want energy generation cheap and fast, invest in renewables.
I don’t think blackouts are very common for grid connected data centers :)?
Wind is strong at night when solar produces nothing. Same in the winter months.
As I said: if the power consumer is grid connected, this does not matter. Example: I have power in the socket even at night time :)
As long as you have uninterrupted power (i.e. as long as connected to the grid), the important metric is mean cost of energy, not capacity factor of the production plant.
For a nuclear sub or a space ship, which is not grid connected, capacity factor is very important. But data centers are usually grid connected.
> when data enters need power all day every day nuclear is the only solution
Do you think data centers running at night are running exclusively on nuclear-generated power :)?
We already have lots of data centers that need power all day every day. Most are just grid connected. It works.
I did work around this last year and there was no limit to how smart you could get a swarm of agents using different base models at the bottom end. This at the time was a completely open question. It's still the case that no one has build an interactive system that _really_ scales - even the startups and off the record conversations I've had with people in these companies say that they are still using python across a single data center.
AGI is now no longer a dream but a question of if we want to:
1). Start building nuclear power plants like it's 1950 and keep going like it's Fallout.
2). Wait and hope that Moore's law keeps applying to GPUs until the cost of something like o3 drops to something affordable, in both dollar terms and watts.