Modern AI data centers consume enormous amounts of power, and it looks like they will get even more power-hungry in the coming years as companies like Google, Microsoft, Meta, and OpenAI strive towards artificial general intelligence (AGI). Oracle has already outlined plans to use nuclear power plants for its 1-gigawatt datacenters. It looks like Microsoft plans to do the same as it just inked a deal to restart a nuclear power plant to feed its data centers, reports Bloomberg.
Lol. I just love it how so many people complain that Nuclear doesnt make financial sense, and then the most financially motivated companies just actually figure out that using a nuclear reactor completely privately is best.
Fuck sake, world.
Mostly, yes. Use breeder reactors to turn long term radioactive waste to sort term radioactive waste, store for short time and done. The downside: it’s more expensive to move and process the stuff so nobody wants to do that.
Relatively yes. There are disposal sites under construction that are in highly stable and environmentally safe locations. One good thing right now is that radioactive waste is temporarily easily stored. Transport of waste is an issue still, but far less of a problem than transporting oil and oil products.
We have, but of course not to the satisfaction of anti-nuclear activists because solving it would be counter to their actual goals.
Nuclear waste is actually quite easy to deal with unless your purposes are best served by it being very difficult to deal with, in which case you make as much trouble as you can for it.
The fact that they want to buy an old nuclear reactor instead of building a new one should be all you need to know to realise that it’s not financially viable.
It’s not quite equivalent right? Using an existing plant is cheaper and faster than building a new one?
Its like saying a datacenter is not financially viable only because top brass decided to use a perfectly good existing one.
No, that’s only because the US has constructed barriers to make it cost more and take longer, to protect conventional dirty energy. Those barriers do not need to be as large. A new reactor being built would take several years, and they don’t want to wait for that. That doesn’t mean it wouldn’t be profitable, although again the barriers may make it unprofitable or at least a riskier investment.
Edit: also, they aren’t buying this reactor. They are not in the energy business. They’re buying 100% of the output of unit 1. That’s all. The previous owners are still running it. It stopped temporarily in 2019 because Methane undercut it, because Methane does not have to pay for its pollution like nuclear does.
I’m firmly in the “building new nuclear doesn’t make financial sense” camp, but I do think that extending the life of any existing nuclear plant does. Restarting a previously operational nuclear plant lies somewhere in between.
I think when you start looking at how expensive other forms of green energy are (like wind) long term, nuclear looks really good. Short term, yeah it’s expensive, but we need long term solutions.
I don’t think that math works out, even when looking over the entire 70+ year life cycle of a nuclear reactor. When it costs $35 billion to build two 1MW reactors, even if it will last 70 years, the construction cost being amortized over every year or every megawatt hour generated is still really expensive, especially when accounting for interest.
And it bakes in that huge cost irreversibly up front, so any future improvements will only make the existing plant less competitive. Wind and solar and geothermal and maybe even fusion will get cheaper over time, but a nuclear plant with most of its costs up front can’t. 70 years is a long time to commit to something.
Honestly it seems crazy that companies that are so focused on short-term profits in 2024 would be able to make nuclear work.
Nuclear safety and
penny-pincherscapitalism don’t make good bedfellows.
ftfy. Possibly ironically, nuclear safety and communism (or totalitarianism) don’t work either. It’s odd, innit.
Pretty sure it has to do with how the plant is designed and operated as opposed to what economic or governmental system it happens to exist under.
Microsoft jumped fully on the AI hype bandwagon with their partnership in OpenAI and their strategy of forcing GenAI down our throats. Instead of realizing that GenAI is not much more than a novel parlor trick that can’t really solve problems, they are now fully committing.
Microsoft invested $1 billion in OpenAI, and reactivating 3 Mile Island is estimated at $1.6 billion. And any return on these investments are not guaranteed. Generally, GenAI is failing to live up to its promises and there is hardly any GenAI use case that actually makes money.
This actually has the potential of greatly damaging Microsoft, so I wouldn’t say all their decisions are financially rational and sound.
On the other hand, if they ever admit the whole genAI thing doesn’t work, they could just sell the electricity produced by the plant.
if they ever admit the whole genAI thing doesn’t work
. . . The entire multi-billion-dollar hype train goes off the cliff. All the executives that backed it look like clowns, the layoffs come back to bite them - hard - and Microsoft wont recover for a decade.
I mean . . . a boy can dream
My org’s Microsoft reps gave a demo of their upcoming copilot 365 stuff. It can summarize an email chain, use the transcript of a teams meeting to write a report, generate a PowerPoint of the key parts of that report, and write python code that generates charts and whatnot in excel. Assuming it works as advertised, this is going to be really big in offices. All of that would save a ton of time.
Keep in mind that that was a demo to sell Copilot.
The issue that I’ve got with GenAI is that it has no expert knowledge in your field, knows nothing of your organization, your processes, your products or your problems. It might miss something important and it’s your responsibility to review the output. It also makes stuff up instead of admitting not knowing, gives you different answers for the same prompt, and forgets everything when you exhaust the context window.
So if I’ve got emails full of fluff it might work, but if you’ve got requirements from your client or some regulation you need to implement you’ll have to review the output. And then what’s the point?
It has been operated privately for a long time, unit 1 (this one) being operated by constellation energy. It stopped in 2019 because Methane had undercut it, and MS has now made an agreement to buy 100% of unit 1s output, but they aren’t buying the facility. Most power generation in the US is private, for better or worse (usually worse).
Yeah for sure it is cheaper, if they only have to pay the operational costs. Not the ones of building and decomissioning the plant. Lol.
It doesn’t make financial sense to build new nuclear power plants. They’re hugely expensive and such projects routinely run well over time as well as budget. If it did make sense, Microsoft would be building them, instead of reviving the site of one of the worst nuclear disasters in the US. Thing is, they want lots of power, and they want it yesterday. By the time you can build a new nuclear plant to satisfy these needs, AI will have run its course and big tech will be on to the next scam.
But hey, why pay attention to such nuances?