Alexandr (Alex) Wang

What are existing power generation capabilities that we turned off that we can turn back on?

You go through all the natural things to do.

I mean, I think we know what to do.

The question is if we can get out of our own way, and then if our grid is so antiquated that even that vulnerability kind of means that we can be taken out any time.

We ourselves are not building data centers.

We partner with companies that are building the largest data centers in the world.

Yeah, so a lot of designs these days involve, can you just create a SMR, a small, like a nuclear reactor per data center?

Can you basically have a nuclear reactor co-located with the data center to power that data center's capacity?

Which I think is a good idea.

The issue is, I mean, China's going to be way ahead of us on that.

The largest nuclear power plant in the world is in China.

So...

You know, obviously we need to lean into nuclear.

That needs to happen.

Obviously we need to lean into all power generation sources.

We need kind of an all the above approach to power generation.

But even that doesn't get us to a posture where you're confidently exceeding China.

You're just kind of catching up to where they are.

And so, I mean, this is a huge, a huge issue.

Yeah, I think, well, the first thing almost as you're mentioning to understand is China has been operating against an AI master plan since 2018.