When discussing the immense and rapidly growing power demands of AI data centers, which he referred to as “gigawatt factories," Huang noted that these concentrated power needs cannot be easily integrated into the existing public grid without risking instability.
His solution was definitive: Dedicated or off-grid power generators (such as SMRs) are necessary for the continued growth of AI.
Huang said he expects to see “a whole bunch of small nuclear reactors” in the hundreds of megawatts range powering data centers within six to seven years.
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