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Don't remind me again today

Jensen Huang dropped some serious truth bombs on Joe Rogan's show this week. The Nvidia boss made it clear: chips aren't the real bottleneck for AI anymore. It's electricity.



Think about it. All these massive AI operations, the training runs, the inference at scale—they're absolute energy monsters. And Huang's prediction? Major tech companies will eventually build their own nuclear reactors to keep their data centers humming.

Not exactly a wild idea when you consider the power demands. These AI workloads aren't getting smaller. If anything, they're exploding. The infrastructure race isn't just about who has the fastest processors or the most advanced models—it's about who can secure reliable, massive-scale energy.

Nuclear starts looking pretty attractive when your data center is pulling megawatts 24/7. Huang's basically saying the next chapter of AI development will be written by whoever solves the energy equation first.
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LiquidityWizardvip
· 7h ago
actually, huang's framing here is statistically significant but like... he's conveniently sidestepping the capex on nuclear infrastructure lol. empirically speaking, the energy bottleneck is real, but theoretically the risk-adjusted roi on building reactors? sketchy af when you can just buy power on the grid
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LiquidatedNotStirredvip
· 7h ago
Nuclear power should have been put on the agenda long ago—the rate at which data centers consume electricity is truly staggering. Jensen Huang is right: chips are no longer the bottleneck; energy is the key.
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IronHeadMinervip
· 7h ago
Energy is the real bottleneck; chips are no longer the constraint. Jensen Huang really hit the nail on the head this time.
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LiquidationTherapistvip
· 7h ago
Haha, Ed Huang's comments really hit the mark this time. The chip market is saturated, so it's time to hype up the energy sector, right?
View OriginalReply0
MysteriousZhangvip
· 7h ago
Nuclear power plants are becoming standard for tech companies now, and that logic is spot on.
View OriginalReply0
MysteryBoxOpenervip
· 7h ago
Nuclear power plants have become the new battleground for chokepoint competition; this is the real arms race.
View OriginalReply0
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