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
Maybe they will invest in nuclear reactors.

Data center, AI and nuclear power stations. Three advanced technologies, that's pretty good.

>>markus+rp
I think this is right- data centers powered by fission reactors. Something like Oklo (https://oklo.com) makes sense.