Motley Fool Money Big Tech Goes Nuclear
Oct 17, 2024
Asit Sharma, an investment analyst at The Motley Fool, and Sanmeet Deo, a tech specialist focusing on robotics, delve into a groundbreaking collaboration between Amazon and Dominion Energy exploring small modular nuclear reactors. They highlight the strategic shift of tech giants like Microsoft toward sustainable nuclear energy to power AI growth. The duo also reviews Tesla's advancements in humanoid robotics, discussing the implications of their latest demonstrations and the investment opportunities within the evolving landscape of AI and robotics.
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Big Tech's Nuclear Energy Push
- Big tech companies like Amazon, Microsoft, and Alphabet are partnering with energy companies to explore nuclear power.
- This is driven by the increasing energy demands of AI and commitments to non-carbon energy transitions.
Timeline Challenges for Nuclear Power
- Nuclear power projects are known for delays and budget overruns.
- Big tech's aggressive timelines for nuclear power development may be unrealistic due to the complex nature of these projects.
Advantages of Small Modular Reactors
- Small Modular Reactors (SMRs) offer advantages over traditional large-scale plants, such as smaller size, modular design, and potential for on-site assembly.
- They are also considered safer and can be placed closer to data centers.