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How DeepSeek’s efficient AI could stall the nuclear renaissance
The startups and power producers that are betting big on new nuclear are vulnerable to an energy efficient AI model.
The company claims it ran 2,048 Nvidia H800 GPUs for two months to train a slightly older model, a fraction of the compute that OpenAI is rumored to use. The current wave of new reactors aren’t scheduled to come online until 2030, and new natural gas power plants won’t be available until the end of the decade at the soonest. Developers can roll out new renewable plants in phases, delivering electricity (and revenue) before the entire project is complete while offering some control over their future in the face of uncertain demand.
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