Mali has a significant mine that France essentially controls. In America, we have mines but import a lot too.
We actually currently buy about 25% of our uranium supply from Russia, though Congress just passed a ban that’ll go in effect in 90 days. It allows for waivers if there are supply issues, though, so it might end up being more than 90 days. (I have no idea how quickly a country can find a new uranium supplier but it sounds complicated.)
I know it's a joke, but just wanted to say that Uranium used for fuel is not something you can actually use for weaponry directly. It requires enrichment to increase the concentration of U-235 to weapons-grade levels.
When you have cloud providers growing faster than the region's grid capacity, something has to give ... throttle growth there, or plan for mega growth? I guess it helps that nuclear is green again. 😁
Yeah I call bullshit on that. I get why they're investing money in it, but this is a moonshot and I'm sure they don't expect it to succeed.
These data centers can be built almost anywhere in the world. And there are places with very predictable weather patterns making solar/wind/hydro/etc extremely cheap compared to nuclear.
Nuclear power is so expensive, that it makes far more sense to build an entire solar farm and an entire wind farm, both capable of providing enough power to run the data center on their own in overcast conditions or moderate wind.
If you pick a good location, that's lkely to work out to running off your own power 95% of the time and selling power to the grid something like 75% of the time. The 5% when you can't run off your own power... no wind at night is rare in a good location and almost unheard of in thick cloud cover, well you'd just draw power from the grid. Power produced by other data centers that are producing excess solar or wind power right now.
In the extremely rare disruption where power wouldn't be available even from the grid... then you just shift your workload to another continent for an hour or so. Hardly anyone would notice an extra tenth of a second of latency.
Maybe I'm wrong and nuclear power will be 10x cheaper one day. But so far it's heading the other direction, about 10x more expensive than it was just a decade ago, thanks to incidents like Fukushima and that tiny radioactive capsule lost in Western Australia proving current nuclear safety standards, even in some of the safest countries in the world, are just not good enough. Forcing the industry to take additional measures (additional costs) going forward.
IMHO, data centers kind of need to be somewhat close to important population areas in order to ensure low latency.
You need a spot with attainable land, room to scale, close proximity to users, and decent infrastructure for power / connectivity. You can’t actually plop something out in the middle of BFE.
You can’t actually plop something out in the middle of BFE.
The number of data centers in Prineville/Hermiston/Umatilla/Boardman, OR beg to differ. Power is cheap due to the Bonneville dams and that trumps latency as they're BFE as hell unless you live in Portland.
While latnecy matters sometimes, there's still a lot of data center services that care a lot less and can be put anywhere.
I remember reading a story about an email server that was limited to sending emails within 150 miles. Through a lot of digging, they found it was due to an auto-timeout timer getting reset to 0ms. Anything further than 150 miles would cause a 1ms delay and thus get rejected for taking too long.
need to be somewhat close to important population areas
They really don't. I live in regional Australia - the nearest data center is 1300 miles away. It's perfectly fine. I work in tech and we had a small data center (50 servers) in our office with a data center grade fibre link - got rid of it because it was a waste of money. Even comparing 1300 miles of latency to 20 feet of latency wasn't worth it.
To be clear, having 0.1ms of latency was noticeable for some things. But nothing that really matters. And certainly not AI where you're often waiting 5 seconds or even a full minute.
For the majority of applications you need data centers for, latency just doesn't matter. Bandwidth, storage space, and energy costs for example are all generally far more important.
The earth has a circumference of 25,000 miles, and the speed of light in a fiber cable is 124,000 miles per second, so going the whole way around the earth would take .2 seconds(assuming you could send a signal that far).
This isn't a moonshot at all. Checkout these eVinci microcreactors by Westinghouse. They're currently being deployed in industrial settings around the US. They're modular too so you just add more to scale. Pretty wild.
That eVinci reactor is tiny at only 5MW. You'd need something like a thousand of them to run a single AI data center. It's also horrifically expensive at over $100 million (each! multiply that by a thousand!) and it can only produce that amount of power for eight years, then I'm not sure what you do. Buy a thousand more of them?
For comparison, some wind turbines provide more than twice as much power from just a single turbine. And they cost single digit millions to setup. They're not as reliable and they're also bigger than a micro nuclear reactor. But none of that really matters for a data center, which can draw power from the grid if it needs to.
The only really promising small reactor I've heard of is the NuScale one - but it may have been vapourware. Republicans made a big splash during the 2016 election campaign and committed to paying 1/12th of the cost of a reactor as part of their clean energy "commitment". There was no price tag, just 1/12th.
A couple years later, after they'd won the election, they quietly abandoned that plan and agreed to pay $1.3 billion which they claimed would be 1/4th of the budget. The subtext was the earlier election promise was before a budget had been figured out yet. But going from 1/12th to 1/4th is a pretty big jump.
And then a few years after that... when the company told the government $1.3 billion would not be enough money for the project to be financially viable... and that in order to sell electricity at all they needed the government to subsidise every single watt of power produced by the plant for the entire period that it operated... because it was going to run at a loss... that's when the government pulled all funding (except what had already been spent, which was a lot of money) and the whole project collapsed.
I tried to find references for all of that, but the website for the project is now a "domain for sale" page. All that's left is a few vague news articles which have conflicting information. But I've been following this for decades and the project you linked to was one of the ones that made it crystal clear to me that nuclear doesn't have a future unless something really big changes.
Who knows, perhaps if the government had been really committed to NuScale, they might've pushed through the pain and helped it succeed int order to become cheaper later. But the government wasn't willing to take that risk and apparently nobody else was either.
Nuclear power is complicated because it still involves mining. Which will inevitably damage the environment even if all the mining equipment are electric vehicles run on solar power.
What is currently the state of things for nuclear waste in the US? In germany they still search for a place for storing it long term. Gets in the news now and then. Did the US have more success with finding a good site? Or is this again just companies betting to hand over the waste to the public when they are done? As I remember in germany the companies got a cheap buy out for the waste after the closure of nuclear power plants where setup.
The US does not have a final deposit for nuclear waste. But nuclear waste is not more dangerous than other chemical waste which already has final deposits in Germany. The specifications are deliberately made harder for nuclear because of politics.
WNP-2 was the only unit of the five that was completed and put into operation. WNP-3 and WNP-5 are located on 1,600 acres (650 ha) on the Satsop Site near Elma in Grays Harbor County, Washington. Today the site hosts the Satsop Business Park and the Overstock.com Call Center.
Not sure if this is still accurate, but definitely know that they never actually finished or started up these reactors and now it's a generic business park. So it at least has some sort of precedent, even though this isn't exactly the same as having the facilities generating power for the business.