"Racing for nuclear power In an August earnings call, Huang told investors that building one gigawatt of data center capacity costs between $50 billion and $60 billion, with about $35 billion going toward Nvidia chips and systems. At that rate, the 10 gigawatt project could require total investment exceeding $500 billion. While the companies did not specify power sources in their announcement, the massive energy requirements have driven other tech giants to nuclear partnerships for similar projects."
"In September 2024, Microsoft signed a 20-year agreement to restart a Three Mile Island reactor for 835 megawatts. Other massive AI infrastructure projects are emerging across the US. In July, officials in Cheyenne, Wyoming, announced plans for an AI data center that would eventually scale to 10 gigawatts-consuming more electricity than all homes in the state combined, even in its earliest 1.8 gigawatt phase."
OpenAI and Nvidia plan massive AI data center investments that could scale to 10 gigawatts and cost more than $500 billion. Nvidia chips and systems may account for roughly $35 billion per gigawatt, driving substantial capital flows between firms. The energy demands for these builds have prompted tech companies to pursue nuclear power agreements, including Microsoft's 20-year deal to restart a reactor and AWS's acquisition near Susquehanna. Other proposed projects, such as a 10-gigawatt data center in Cheyenne, Wyoming, would consume more electricity than all homes in the state. The connection between these projects and OpenAI's plans remains unclear.
Read at Ars Technica
Unable to calculate read time
Collection
[
|
...
]