[Paul T]

I think the small modular nuclear reactors have promise for AI/Datacenters, but obviously a few years off. https://www.valaratomics.com/ is one I’ve been watching, but there are several others that are in development. Seems this administration is doing what they can to eliminate red tape in this area as well. Given the absolute astronomical power needs that are being forecasted, I kind of like this solution if it can be done safely and effectively.

There are also some interesting companies working on power packs that sit in between the grid and the data center for those that are connected to a traditional grid - sort of like a giant UPS. From what I understand, even if the total power requirements are there, most grids can’t handle the quick load variations that the DC’s have so these sit in between to handle the surges till the grid can catch up.