Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he\u2019s not working, you\u2019ll find him bending tubes for his ever-evolving custom water-loop gaming rig or benchmarking the latest CPUs and GPUs just for fun. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-17/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Hassam Nasir Social Links Navigation Contributing Writer Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he’s not working, you’ll find him bending tubes for his ever-evolving custom water-loop gaming rig or benchmarking the latest CPUs and GPUs just for fun.
jp7189 Im sure they would if they could.. pretty sure it's the reason GE Vernova was a headliner in the AIP partnership.. but we're decades away from SMRs getting through regulatory hurdles, and even if that goes through.. building SMRs will be bogged down with local resident lawsuits. Solar and batteries MIGHT provide a small portion of power, but let's get real, the only real option here is natural gas generators… and that's gonna pass off a lot of people too. Reply
Notton "under this bold initiative, these massive companies will build, bring, or buy their own power supply for new AI data centers, ensuring that Americans’ electricity bills will not increase as demand grows." The way this is worded… So what happens if an AI company straight out buys the existing power plant providing power to local residences and businesses? If a new one is built, Is there any oversight or checks to ensure the new power plant was built without cutting corners? Not that I expect much, but isn't this something that deserves more scrutiny before being green lit? Reply
gdmaclew "So far, these companies have just been just plugging into the grid and buy electricity conventionally" Can we re-type this sentence so we can understand it? Reply
hotaru251 gdmaclew said: "So far, these companies have just been just plugging into the grid and buy electricity conventionally" basically they just use the consumer grid like normal customers. Reply
ezst036 There's not going to be many if any new power plants built. Not yet. The prices still need to go higher. Yes, I hate this very much electric bills are already insane. Every 30 days I see the bill and my head explodes. But the inner realist in me knows. People will oppose it and will still choose the higher electric bills in their current form. There will be no new power plants so prices will not come down. I wish it were different. But this is the voting populace that we have. We have what we have and it is what it is. Reply
bit_user If this really happens, it's going to bring the end of the AI bubble that much quicker. Costs are already so high… I don't imagine these companies have some extra spare change under the couch cushions to build extra generation capacity. I am skeptical that it won't just get challenged in court. In fact, since no actual law was passed, they could also just nod in agreement while still continuing as before. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/big-tech/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/big-tech/trump-orders-big-tech-to-generate-its-own-power-for-ai-data-centers-reveals-new-ratepayer-protection-pledge-to-curb-rising-electricity-prices-in-the-u-s#main
- https://www.tomshardware.com/subscription
- Nvidia DGX Spark gets $700 price hike as memory shortages bite — Founders Edition price jumps 18% to $4,699, up from $3,999
- India Fuels Its AI Mission With NVIDIA
- Japanese firm stops production of Blu-ray disc drives — Buffalo says there will be no successors to its current trio of portable USB-attached drives
- Behind the scenes of our massive CPU retest for Bench — testing at 1080p, choosing new apps, and gathering data for a decade of CPUs
- Nvidia rolls back its latest driver update — Game Ready Driver 595.59 reportedly causes fan issues on RTX 3000, 4000, and 5000-series GPUs
Informational only. No financial advice. Do your own research.