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nuclear power

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about nuclear power, oldest first

Feb 5, 2026 bearish
Opinion
Patel: Nuclear power is not relevant for short-term AI energy needs
“I'm not necessarily bullish nuclear. Existing nuclear, fine, yeah, it'll, it'll, it can find a higher buyer, higher priced buyer, but majority of it will be gas.”
Dylan Patel Feb 5, 2026 ▶ 1:02:04 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Jul 16, 2026 bullish
Opinion
Katti: Nuclear power is the densest, cleanest energy for AI data centers
“I think it is the densest form of energy we can all produce and consume and it's also clean. So I think definitely would be a good source of massive scalable energy for our data centers.”
Sachin Katti Jul 16, 2026 ▶ 11:20 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
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