Following up on Three Mile Island, good point from Ben Thompson today:

"…nuclear energy and data centers are a perfect match for two reasons. The most obvious one is that data centers need power 24/7, which nuclear provides. The less obvious one is that nuclear power needs to be delivering power 24/7; it doesn’t scale down. Data centers, though, are a perfectly predictable consumer of power."

https://stratechery.com/2024/intel-changes-qualcomm-intel-rumors-microsoft-and-three-mile-island/