Nvidia CEO Jensen Huang says artificial intelligence requires 1,000 times more power than current capabilities can provide. Yet data center growth, which would typically boost demand for nuclear reactors from Oklo and NuScale Power, is experiencing delays. Oklo remains in the pre-application stage with the Nuclear Regulatory Commission, while NuScale Power has regulatory approval but is still awaiting customer procurement. Reactor demand therefore depends on actual data center expansion rather than power forecasts tied to artificial intelligence alone.
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