Every compute company knows that power shortage is a looming crisis. They don't have nuclear expertise in-house and are desperately looking for somewhere to put their money that seems to have experience and capability
This is a good thing, but will be fruitless unless the US NRC modernizes in parallel with the industry to actually approve a new reactor in less than geologic time.
The NRC isn't the bottleneck. For the recently completed Vogtle Unit 3 reactor, construction work and permitting work ran in tandem. Early construction work started in 2009 and all NRC approvals were completed by 2012. Neither NRC regulations nor lawsuits ever halted construction. Vogtle 3 was originally supposed to be ready in 2016. It suffered enormous cost overruns and delays due to the companies actually building it before finally entering service in 2023.
The identical AP1000 reactors under construction at VC Summer in South Carolina also suffered enormous cost overruns and delays, again not caused by the NRC or lawsuits. The construction problems were so severe at the VC Summer project that the project halted after spending over $9 billion, it led to the largest business failure in the history of South Carolina, and a couple of company executives went to prison for securities fraud:
The AP1000 was a new design when Vogtle 3 and 4 were planned. It was certified by the NRC in 2005. NuScale had its small modular reactor design certified by the NRC just a couple of years ago:
If you mean that the NRC holds back designs that are more exotic than plain old light water reactors, maybe so, but that isn't relevant to the "looming power crisis" mentioned by bpodgursky up-thread. Light water reactors are the most affordable and fastest to build everywhere in the world. Pressurized heavy water reactors (like CANDU) are also mature designs. Everything else is slower and more expensive to build, with very limited operational history compared to the dominant water based reactor designs.
Ignoring AI (don't @ me) what are we doing with all that compute? Google (the search engine) hasn't meaningfully changed. Shopping is still largely the same as when Amazon first started out. Websites are pretty much the same. I don't understand what we're doing with all those operations.
I guess VOD is new, but does that really demand that amount of compute?
Ludicrous. You can't build a reactor in the US for less than $10 billion. Combine that with natural gas at prices five times less than Europe and that means that no-one will loan money for a project. If they do, it is usually subsidized by naive taxpayers. Meanwhile a windmill can transported on the Interstate in Kansas unattended and installed in two days.
This is a good thing, but will be fruitless unless the US NRC modernizes in parallel with the industry to actually approve a new reactor in less than geologic time.