David Kirtley

So there's a lot of interesting engineering ways that we can bring those two together.

So when I talk to AI experts, they talk pretty routinely about the power needs for AI.

And in fact, in the same way in manufacturing, that the cost of any one thing asymptotes to the raw material.

For AI, the cost of computation asymptotes to the power, to the cost of the electricity.

And even more, that electricity is concentrated.

It's in that AI data center, that brain where all the power is.

And you really want a lot of high energy density.

You want power generation right there on site.

So it seems like, just take those two facts, a really nice match between fusion, which is baseload, high energy density, can be cited most places, and a data center, which is going to be high energy requirements and a local data center.

location and large amounts of it.

There's been predictions recently from energy institutes that suggest we will have growth that, rather than a 2% growth per year in electricity, maybe a 4% or 6% growth in electricity due to data center use.

I think that is probably wildly underestimating where we're moving.

And so...

Oh, man.

And so the idea that AI can grow human cognition and our ability to solve problems...

We can't let it be limited by power.

And so I'm going to push as hard as I can so that that's not the limit.

So I tell the team that if we demonstrate fusion one time and that's it, then we failed.

But that's not enough.

The universe is powered by fusion.