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
One possibility would be just to build their own power plants colocated with the datacenters and not interconnect at all.

>>cameld+jx
I like how you think this is possible.

>>zekrio+GQ
Lol, how is it not possible?

>>cameld+lV
It is, but at what cost?

>>zekrio+E21
https://www.global.toshiba/ww/products-solutions/nuclearener...

Two Toshiba 4S reactors at the 50 MW version can cost about $3,000,000,000.

Two of those produces 100 MW.

They don't require refueling for around 30 years. $6,000,000,000 to power a 100 MW datacenter when we're talking about $500,000,000,000 is not too dramatic. Especially consider the amortized yearly cost.

>>cbozem+aa2
That's not how you calculate these things. Check [1] for an overview, specifically Page 9. Note these metrics do not include costs to handle nuclear waste, passed over into the future (at least 1000y).

[1] https://www.lazard.com/media/gjyffoqd/lazards-lcoeplus-june-...