China is building 150+ nuclear reactors … going live with all of them by 2035. The US is building … ZERO nuclear reactors. We have 95~, they have 70~. We are going to he left n the dust very rapidly if we just sit back and watch it happen. Around 20 gigawatts of power will be needed to run all NVIDIA GPUs being shipped + installed over the next 18 months. That’s around 5% of the entire USA energy demand. These are gigantic numbers. AI compute demands in terms of power / electricity will grow from 5% of USA’s energy to 10%, then 20%, then the majority … all within the next 5 years. We are talking about needing 200 + GIGAWATTS of new AI compute power / energy production that does not exist today. All of China 🇨🇳 is producing only 150~ GW by 2035. That’s a big fucking problem.