Tag: Saudi Arabia AI Humaine, Nvidia; AMD, AWS, Qualcomm, Cisco, Blackstone (AirTrunk).
One of the most fascinating stories to follow right now is the energy story and AI: how will the US respond to the energy requirements generated by AI?
Right now there are three viable options: coal, natural gas, and nuclear.
A reader sent me a note about revived interest in coal in Wyoming, link here.
- Note: two days later this note regarding US coal: link here.
That led me to look at the power plants in the US, on wiki. Coal. Natural gas. Nuclear.
Average size of a "conventional nuclear reactor:"
A conventional nuclear reactor is typically large, with a plant output of around 1,000 MWe (1 GW) and requiring a footprint of over 1 square mile. For comparison, advanced Small Modular Reactors (SMRs) are designed for outputs of 50 to 300 MWe and have a much smaller footprint, though "size" can also refer to the physical reactor core itself.
The AI prompt for today:
Much is being written about the energy options for providing the electricity that AI large data centers and supercomputers will need. Right now, there are three viable options: coal, natural gas and nuclear. After a pretty thorough review of where things stand now my hunch is that coal will play a relatively minor role in the near term with natural gas being the clear winner of the two. Long term nuclear may play a role, but it seems to me, nuclear won't be a significant option for at least another decade. For all intents and purposes, I think natural gas will be the dominant energy source for NEW energy production in the states. In China, it may be coal, but in the US, natural gas. Your thoughts with regard to NEW energy in the US and new energy in China.
On another note. Saudi Arabia. AI. Humain. What US company got the contract?
What AI / chatbot / LLM?
Saudi Arabia has its own chatbot (LLM / AI). As a closed society, is it likely that Saudi Arabia will block other chatbots for use in its kingdom? No:
There are two sources (one in 2023, and one in 2024) that suggest China will indeed block chatbots if they are "not socialist enough."
We've talked about this before.
