A prominent tech investor, Josh Wolfe, has expressed skepticism about the viability of nuclear energy as a source of power for artificial intelligence (AI) systems. He believes that modular reactors are “not good businesses” and fail to address the growing electricity demands of the AI industry.
The increasing demand for electricity from AI systems highlights the need for new sources of power. With current supplies insufficient, investors are exploring alternative solutions. Google’s plan to use mini-nuclear plants to power its AI needs and Microsoft’s partnership with Constellation Energy demonstrate the focus on nuclear energy as a potential solution. However, Wolfe’s stance suggests that this approach may not be the most effective or sustainable option for the industry’s growing demands.
Source: https://www.marketwatch.com/story/this-tech-investor-says-the-ai-nuke-trade-is-a-loser-heres-why-4ae57027