The AI revolution will be mostly over by the time any substantial amount of new reactors come online. Whatever power they'll use, it will mostly not be nuclear. It's a lot of gas right now that will likely shift to a mix of much cheaper solar and wind. Nuclear powered AI will be a rounding error.
Maybe somebody will figure out how to do new nuclear plants in under a decade (good luck!). That would be spectacularly fast. But if it's not planned and approved right now (and very little is), we're basically talking the 1940's for any significant new capacity to come online. That would still be a tiny fraction of the yearly growth in renewables. That probably will accumulate to about three orders of magnitude more power generation in the time until then. With hundreds of GW added per year, we are talking at least a few TW of generation cumulatively.
Obviously short term we'll be forced to use gas, renewables, etc. But saying nuclear will be irrelevant is wrong.. Reliable 24/7 clean power without the need for massive amounts of batteries or land is ideal.
It's no less renewable than the Sun.
Very interesting stuff, even though the origin probably means we won't get much details on it until decades later. Thanks a bunch for sharing!