A significant limitation to AI progress is the energy requirement; for instance, America needs an additional 90 gigawatts of power, equivalent to 90 nuclear power plants, to support current AI demands.

Energy constraints are a significant challenge for AI development, as AI is creating a significant increase in demand for energy, leading to a need for innovative solutions to power data centers. The U.S. energy landscape is evolving to meet these growing demands of AI infrastructure.

The energy constraints for AI are significant, especially as China ramps up its electricity production much faster than the US.

Energy abundance is crucial for driving priorities at home, especially for AI, as we currently lack enough electricity to support its growth.

The AI revolution is underhyped, with predictions that data centers will require significantly more power in the coming years. This reflects the industrial scale of AI's impact on energy consumption and infrastructure.

The weights of a large AI model are equivalent to fissile material for nuclear weapons, as they require significant resources to develop, making it difficult for small groups to create powerful AI systems.

The scale of mega cluster buildouts for AI is unprecedented, with data center power consumption expected to rise significantly, driven by the demands of AI training and inference.

When building a supercluster for AI training, we needed to find an existing building and rent generators and cooling systems to meet our power requirements, demonstrating the importance of breaking down problems into constituent elements.

We view AI as a massive opportunity to accelerate the development of next-generation energy technologies, including nuclear power.