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2025.11.19 | AI Demand vs. Grid Failure: Nuclear Reactors Are Powering the Race
Manage episode 520201987 series 3677381
Edmundo Rodriguez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Edmundo Rodriguez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The structural power grid deficit is now a public safety crisis, exemplified by catastrophic blackouts and wildfires started by cascading failures in the western interconnection. We analyze how insatiable data center demand created a 10.6 GW supply deficit, forcing utilities to rely on highly volatile demand response rather than new power plants. Discover the dramatic "nuclear for AI" policy shift, including the $1.6 billion DOE loan guarantee to restart Three Mile Island Unit 1, and the global effort to recapture civil nuclear power leadership. Learn who pays for this massive grid modernization, why regulators are worried about cross-subsidization and "phantom load," and how the loss of financial margin threatens future grid stability.
97 에피소드
공유
