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2025.11.19 | AI Demand vs. Grid Failure: Nuclear Reactors Are Powering the Race
Manage episode 520201987 series 3677381
A tartalmat a Edmundo Rodriguez biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Edmundo Rodriguez vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
The structural power grid deficit is now a public safety crisis, exemplified by catastrophic blackouts and wildfires started by cascading failures in the western interconnection. We analyze how insatiable data center demand created a 10.6 GW supply deficit, forcing utilities to rely on highly volatile demand response rather than new power plants. Discover the dramatic "nuclear for AI" policy shift, including the $1.6 billion DOE loan guarantee to restart Three Mile Island Unit 1, and the global effort to recapture civil nuclear power leadership. Learn who pays for this massive grid modernization, why regulators are worried about cross-subsidization and "phantom load," and how the loss of financial margin threatens future grid stability.
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