Small Modular Reactors
also referred to as: smrs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 28, 2025 by Casey Handmer · across every show →
Everything said about Small Modular Reactors, oldest first
Oct 28, 2025 bullish
AI data centers will inevitably scale on solar and batteries, not nuclear
“It seems pretty clear to me, I think two years ago, I've got a blog post on this saying that, like, we're going to have to go to solar and batteries for AI data centers at scale and back then everyone was still talking about, like, oh, we're going to build SMR…”