by Jon Forrest Little, Silver Seek:
OpenAI seeks ‘vast quantities’ of nuclear fusion energy to power superhuman AI
OpenAI’s energy demands will be substantial. Not just OpenAI but this set off an AI arms race which will turn into an Energy Sourcing Stampede.
Grids are already stressed out in USA. (Remember Texas, California, Mid Atlantic, East Coast and other regions where heat waves or impact weather created hundreds of blackouts and this summers heat has caused of 7,500 power interruptions)
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Data centers in their rush to be first movers are developing pop up power plants (solar) but AI data centers are going to source even more so lets discuss Nuclear Energy.
- OpenAI is seeking to purchase “vast quantities” of electricity from nuclear fusion to power its data centers.
- The International Energy Agency (IEA) forecasts that total data center electricity consumption could reach more than 1,000 terawatt-hours (TWh) by 2026, which is roughly equivalent to Japan’s entire electricity consumption.
- AI-related services are significantly increasing energy demands. For example, incorporating AI into search engines like Google could lead to a tenfold increase in electricity demand.
- OpenAI’s ChatGPT uses about 2.9 Wh of electricity per request, compared to 0.3 Wh for a typical Google search.
- The AI industry’s electricity demand is expected to grow exponentially, potentially increasing tenfold from 2023 to 2026.
- Microsoft and OpenAI are reportedly working on a massive 5GW AI data center project called Stargate, which could cost up to $100 billion and come online in 2028.
- In the US, data center electricity consumption is estimated to rise from about 200 TWh in 2022 to almost 260 TWh in 2026, accounting for 6% of total electricity demand.
- OpenAI’s data centers energy needs will be enormous, likely in the hundreds of terawatt-hours range annually.
- The fact that OpenAI is seeking nuclear fusion energy, which is still in development, underscores the magnitude of their anticipated energy requirements for future AI systems
Forget Uranium: Silver is a Much Better Way to Profit from AI & Nuclear Energy
Rod Cluster Control Assemblies (RCCAs)
- Structure:
- RCCAs consist of absorber rods attached to a spider assembly.
- A typical RCCA has 24 absorber rodlets.
- The spider assembly includes a brazed spider, spider springs, a spring retainer, and a spring tension bolt.
- Dimensions:
- While exact dimensions aren’t provided, we know that RCCAs are designed to fit within fuel assemblies in the reactor core.
- For example, they’re available in configurations for 14×14, 15×15, 16×16, 17×17, and 17x17XL core layouts.
- Materials:
- The absorber rods are made of a silver-indium-cadmium (Ag-In-Cd) alloy.
- The rod cladding is made of high-purity, partially cold-worked Type 304 stainless steel tubing.
- The outer surface of the cladding is coated with industrial hard-chrome plating for enhanced wear resistance
RECAP:
- AI data centers will use more energy than any other industry sector in USA.
- The two prevailing sources of AI Data Center Energy Needs are Solar and Nuclear.
- Solar panels use 500,000 ounces of Silver per gigawatt
- Considering a project like Microsoft / Open AI Stargate