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The clean, dense, non-intermittent power provided by nuclear reactors is extremely valuable.

Unless you are located near a hydroelectric dam, there is really no substitute.

The government will not allow the technology companies to "hog" existing reactors. Not without a fight.

Presumably this will force the technology companies to build their own reactors. Good.

I'll end with a quote from Yann LeCun (Vice-President, Chief AI Scientist at Meta):

  AI datacenters will be built next to energy production sites that can produce 
  gigawatt-scale, low-cost, low-emission electricity continuously.

  Basically, next to nuclear power plants.

  The advantage is that there is no need for expensive and wasteful
  long-distance distribution infrastructure.

  Note: Yes, solar and wind are nice and all, but they require lots of land
  and massive-scale energy storage systems for when there is too little sun
  and/or wind. Neither simple nor cheap.
https://x.com/ylecun/status/1837875035270263014


This will accelerate the adoption of SMR technology leveraging HALEU


Correct. TRISO HALEU. See discussion here:

https://news.ycombinator.com/item?id=41898377




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