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K
The cost is the cost no matter who reports it, though the next bunch of AP1000s might be cheaper to build, now that the design NRE has...
Dec 25, 2025
K
The first 3 US SMRs will likely come online in early 2030's, even with accelerated NRC licensing / approvals.
• TVA’s Clinch River...
Dec 25, 2025
One more interesting thought - given the additional application specialization we're seeing in data center hardware that leverages...
Dec 25, 2025
Groq and Cerebras, based on on-chip SRAM, occupy the ultra-low-latency, high token rate corner of the multi-dimensional inference...
Dec 25, 2025
This sentence gave me pause.
Dec 25, 2025
K
I like this concept too, mostly because the reactors are standardized designs built in a factory, and the generation plants that house...
Dec 25, 2025
This sentence gave me pause.
Dec 25, 2025
Just after the Lunar New Year, China’s dark-horse AI model DeepSeek—touted as enabling “low-cost model training”—briefly sent a chill...
Dec 25, 2025
S
wow. wonder what's behind those cost and time. with the demand of power right now, surely there can be startups building this in much...
Dec 25, 2025
K
One more interesting thought - given the additional application specialization we're seeing in data center hardware that leverages...
Dec 25, 2025
K
I'm all in favor of the new generation of SMRs (small modular reactors) if we can commercialize them quickly. There are something like...
Dec 25, 2025
S
what do you think about nuclear power? seems to be the only high density power source. we are generations ahead now in technology to...
Dec 25, 2025
K
Fair enough - data centers aren’t the problem. These peakers, especially the dirty oil ones, were on their way out, likely to be...
Dec 25, 2025
K
That’s true, but all they need is 1 or 2 of something for that. Maybe not possible to smuggle in EUV litho systems, but certainly...
Dec 25, 2025
K
I think it could be a 'wash' in terms of slowing them down.
China developed it's own WiFi standards, a few years after using 'foreign'...
Dec 25, 2025
Daniel Nenni reacted to KevinK's post in the thread Nvidia to buy AI chip startup Groq for $20 billion, CNBC reports with
Like.
One more interesting thought - given the additional application specialization we're seeing in data center hardware that leverages...
Xebec replied to the thread 2026 Tech Megatrends: IPO Shockwaves, AI Inflation, and Samsung’s Profit Surge Pressuring TSMC.This sentence gave me pause.