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.
30:24
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Quick takeaways
- Big tech companies are increasingly adopting nuclear energy solutions, like Amazon's partnership with Dominion Energy, to meet growing power demands for AI.
- The development of small modular reactors (SMRs) promises enhanced safety and efficiency, providing a quicker and more flexible energy source for data centers.
Deep dives
Big Tech's Pursuit of Nuclear Energy
Big tech companies are increasingly turning to nuclear energy as a solution to meet the growing power demands of their data centers. Amazon's partnership with Dominion Energy aims to develop small modular nuclear reactors, following similar initiatives by Microsoft and Alphabet. These hyperscalers are driven by the necessity of transitioning to non-carbon energy sources quickly, as traditional alternative energies like wind and solar cannot meet their needs fast enough. Despite the controversies surrounding nuclear energy, the commitment from these tech giants indicates a significant shift towards utilizing nuclear as a reliable power source to support their expansion in AI and computing.
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