zlacker

>>tedsan+(OP)
~$125B per year would be 2-3% of all domestic investment. It's similar in scale to the GDP of a small middle income country.

If the electric grid — particularly the interconnection queue — is already the bottleneck to data center deployment, is something on this scale even close to possible? If it's a rationalized policy framework (big if!), I would guess there's some major permitting reform announcement coming soon.

>>heyden+82
Dcs will start generating power on site soon. I know micro nuclear is one area actively being explored.

>>deelow+md
Small or modular reactors in the US are more than 10 years away, probably more like 15-20. These are facts and not made-up political or pipe-dreaming techno-snobes.

>>jscott+pj
> Small or modular reactors in the US are more than 10 years away, probably more like 15-20

Could be 5 to 10 with $20+ bn/year in scale and research spend.

Trump is screwing over his China hawks. The anti-China and pro-nuclear lobbies have significant overlap; this could be how Trump keeps e.g. Peter Thiel from going thermonuclear on him.