News Oracle is going nuclear over growing demand for AI datacenters

marees

Senior member
Apr 28, 2024
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Oracle's interest in SMRs as a power source comes as the cloud provider looks to expand its datacenter footprint.

"Oracle has 162 cloud datacenters, live and under construction throughout the world. The largest of these datacenters is 800 megawatts, and it will contain acres of Nvidia GPU clusters able to train the world's largest AI models," Ellison told analysts on the call. "Soon Oracle will begin construction of datacenters that are more than a gigawatt."

Execs did not say when the gigawatt-class datacenters and the SMRs powering them will come online.


no SMR is currently operating and pilot projects have not gone well.

Despite their potential benefits, SMRs face considerable barriers to widespread deployment. Back in May, the Institute for Energy Economics and Financial Analysis concluded that SMRs were "too expensive, too slow to build, and too risky to play a significant role in transitioning away from fossil fuels."

However that hasn't stopped major hyperscalers from embracing nuclear reactors – whether SMRs or conventional designs. Earlier this year Amazon acquired Talen Energy's Cumulus datacenter in a $650 million deal. Co-located alongside the 2.5 gigawatt Susquehanna nuclear power plant, the acquisition guarantees the cloud giant access to as much as 960 megawatts of capacity.

Meanwhile, Microsoft is also sufficiently interested in SMRs that it hired someone to oversee their deployment.
 

Heartbreaker

Diamond Member
Apr 3, 2006
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Microsoft want power from a restarted Three Mile Island for AI:


In car circles I keep hearing: We can't switch to EV's, the grid can't handle it. But hype AI and it's nuclear power everywhere...

Lets get rid of AI hype and Crypto Mining, and we can have lots of power for EVs.
 

Mopetar

Diamond Member
Jan 31, 2011
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If everyone switched at once it would obviously be a problem. The fact that companies are looking to build their own power generation to handle the energy needs does suggest that the current grid (and the companies supplying it with power) just isn't up to the task.

Nuclear actually makes sense for them since they're going to have fairly fixed power requirements around the clock. Nuclear is good at delivering that consistent output that's unlikely to see any interruptions or wild fluctuations in demand.
 
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