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Do you think the AI bitcoin miners will land a deal with hyper scalers? Feels like the big boys all just want to do their own thing. The only hiccup is that there aren’t many nuclear plants left to grab in the US. SMRs are a long ways away.

The Nuclear Bitcoiner 1y ago 💬 2

Any reactor that has been shut down in the last 15 years citing economic reasons is potentially in play.

Oh no, gas got cheap for a few years so let's just retire GWs of capacity, assuming it won't be needed later.

San Onofre, Vermont Yankee, Fort Calhoun, Oyster Creek, Pilgrim, Duane Arnold, Indian Point. Any one of these can be brought back to life, Palisades, and now TMI are already underway.

We have the momentum on our side now. Just a few legacy hangups like the the Linear No Threshold theory that lacks evidence, yet underpins all nuclear safety policy, to re-evaluate and we can shed some dead weight that has been a massive burden on the advancement of nuclear technology.

Gradually, then Suddenly, the nuclear renaissance is upon us.

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Discussion

MSTR383 1y ago 💬 1

Dang, I thought it was just palisades and Duane Arnold left.

It really seems like mag 7 wants the nuclear baseload strategy, even though some bitcoin miners have a dream that they will land these contracts. Nothing beats nuclear!

The Nuclear Bitcoiner 1y ago

Miners should building relationships with all the SMR startups and the national labs where the research hybrid energy system models anchored by SMRs. That's where we can have an impact this early in the game. As the tech matures they are far more familiar to each other.

MSTR383 1y ago 💬 1

Although Vermont Yankee has a recent checkered past. That one might be harder to restart?

The Nuclear Bitcoiner 1y ago 💬 1

Maybe. But all bets are off now that we know that big Data wants big power.

Maybe this is a lever we can use to untangle the bureaucratic inertia that has built up around the sector.

MSTR383 1y ago 💬 2

How many of these could be restarted? Sounds like at least 7 from what you said. Are they the only ones?

MSTR383 1y ago

Nvm. Figured it out. Sorry!

The Nuclear Bitcoiner 1y ago

I agree 7 or 8 seem realistic, if the will exiats. Despite most of these being too far gone to recover. That doesn't stop new reactors from being built on their sites and reusing much of the electrical infrastructure.