Same reason it makes sense to build as much wind and solar with batteries plus nukes as possible: scale. (And false dichotomy: they’re also investing massively in wind, solar and batteries.)
We didn’t produce enough batteries (or solar panels or wind turbines, for that matter) fast enough before . For solar and wind, moreover, approval difficult scales with land area. You’d think nukes would be harder, but it’s apparently easier to get a state to let you YOLO on land rights when it’s on a small footprint.
Solar and wind (with batteries) is still cheaper. Gas is politically problematic for Big Tech, so they go with nuclear. The voting public in America and Europe, on the other hand, chose gas.
Do you have sources for your time scale?
The acceleration is massive and from a massively tiny baseline. AI is predicted to add 0.8% energy growth a year to American power use [1]; lots of that is going into gas.
> unless you have huge overcapacity of all of them
There is the political reality that what’s been built has voting employees and tangibility in a way what is to be built does not. That’s the danger in our deployment of gas turbines. If we hit an energy surplus, the first to get cut will be things not yet built, even if those are renewables. (Think: phase out of subsidies, maybe even grid charges.) Some enlightened jurisdictions will continue shutting down gas turbines to replace them with solar, maybe even nukes, but most won’t.
[1] https://www.goldmansachs.com/insights/articles/AI-poised-to-...
And given past performance, the nuclear projects being proposed here are projected to add 0% energy capacity to the grid within the next 20 years.
So the question then is: why do the nuclear deals make Hacker News and the solar deals don't?
Law of diminishing marginal returns: you don’t. You either need to pay a premium for expedited delivery or eat the time value of delays.
Price and availability of electricity and power is more or less global, however datacenter customers are in the situation where they need to power a city with electricity in a location where there is neither an existing city nor its generation capactiy.
Do you have a source for that, how wide is the variation for different reactor types and operators, does it apply to individual reactors or whole sites when there are several reactors on one site?
https://pris.iaea.org/PRIS/WorldStatistics/ThreeYrsEnergyAva...
Thanks.
I was under the impression that whatever drop in consumer usage exists overnight is made up for with ML training, video transcoding, etc. That there's never any shortage of tasks to run.
I know what I would bet on.
Or you can buy 480 Tesla MegaPacks (about 6 acres) and 1600 acres (it's roughly 1 MW per 5 acres) of solar panels to run the DC and charge the batteries during the day. Sure some can go on the building, but you'd still need way more acreage than that can provide.
I know what I would bet on too.