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Tech giants go nuclear in AI arms race

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As tech corporations search vitality sources to fulfill these calls for whereas sustaining their zero-carbon emission commitments, nuclear energy has emerged as a compelling possibility.

The bogus intelligence arms race has gone nuclear. Amazon, Microsoft, and Google are actually seeking to outgun one another with bulletins on atomic vitality, which they hope will energy a know-how that’s consuming electrical energy at an alarming price.

The US tech juggernauts, satisfied that AI is know-how’s subsequent huge chapter, are investing billions to increase data centers globally.

In response to Goldman Sachs analysis, knowledge facilities will eat 8 % of US energy by 2030, up from 3 % in 2022.

In Europe, their energy wants by 2030 will match the present mixed consumption of Portugal, Greece, and the Netherlands.

The driving power is the tech giants that need to construct the perfect AI techniques they will utilizing greater and larger knowledge facilities, which incur an incredible quantity of electrical energy consumption and CO2 emissions.

As tech companies search vitality sources to fulfill these calls for whereas sustaining their zero-carbon emission commitments, nuclear energy has emerged as a compelling possibility.

Though costly and politically delicate to construct, nuclear energy offers constant, zero-carbon electrical energy as soon as operational.

“Tech companies aren’t in love with nuclear, but they want carbon-free, reliable, and predictable energy 24/7,” defined Jacopo Buongiorno, Professor of Nuclear Science and Engineering at MIT.

“The cost may be high, but it’s predictable for 60 years.”

‘Large numbers’

Nuclear reactors are vastly costlier to construct than photo voltaic or wind energy amenities, so nuclear energy actually solely is sensible for the tech titans that generate tens of billions in annual earnings.

Rob Bittencourt of Apollo International Administration stated that the price of the business’s knowledge heart buildout was a trillion {dollars} and that the electrical energy provide wanted to generate the facility mandatory was huge.

“These are huge numbers, but Amazon, Meta, Microsoft, and Google can afford to play the long game,” he informed the Odd Heaps podcast.

A number of approaches are being thought-about.

One technique includes extending the lifetime of growing old nuclear plants. Microsoft lately introduced a 20-year settlement with Constellation Power to restart Unit 1 at Three Mile Island, shut down 5 years in the past for financial causes.

The announcement struck a nerve because the 1979 partial meltdown of Unit 2 on the website brought on panic in america and introduced the enlargement of nuclear vitality to a standstill.

Equally, Amazon Internet Companies (AWS) is popping to the 40-year-old reactor at Susquehanna Steam Electrical Station to energy a close-by knowledge heart advanced.

‘Disagreeable surprises’

One other strategy focuses on investing in Small Modular Reactors (SMRs), however these compact, doubtlessly easier-to-deploy reactors are nonetheless experimental.

Amazon has introduced investments in SMR initiatives, together with a direct investment in start-up X-energy. Google is partnering with Kairos Energy to develop SMRs that may very well be operational as early as 2030.

Nonetheless, challenges stay. SMR know-how might not be instantly dependable, and the tech giants lack expertise in nuclear initiatives that might see “unpleasant surprises” alongside the best way, based on Buongiorno.

Security considerations additionally persist, given the historical past of nuclear accidents like Chernobyl and Fukushima, the 2011 catastrophe in Japan.

Regardless of these challenges, business leaders stay optimistic.

Microsoft founder Invoice Gates, who’s investing billions in his personal SMR startup Terrapower, acknowledges the difficulties however expresses confidence in making a robust case for nuclear power‘s position within the AI-driven future.

His venture has begun building in Wyoming, however remains to be awaiting approval from the US nuclear regulator.

“I’m putting billions into it because I’m quite confident we can make that case,” he stated at a latest occasion in New York.

© 2024 AFP

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Tech giants go nuclear in AI arms race (2024, October 19)
retrieved 19 October 2024
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