Isaiah Taylor

I think that it's probably not one town to one reactor.

It's probably a cluster of towns to a cluster of reactors.

But I think that we're certainly moving closer to that and less how it is today, which is like groups of states that are sharing grids.

uh with each other and then sharing vulnerabilities with each other especially as i think loads become a lot more spiky right so what is a spiky load well it means like you have a data center which is consuming a ton of power right previously data centers were like 50 megawatts max that was like the biggest data center and then it became a couple hundred megawatts and now we're looking at gigawatt scale data centers

We're gonna start to see micro grids evolve from huge power demand sources Which is good because trying to add a massive load to the grid is going to exhaust not just the resources But you know trying to follow the demand for that load becomes increasingly tenuous and the consequences are just larger so, you know, I think again if we want to fix this problem like there's really simple things to do and

Fix the environmental policy to make it possible to build grid infrastructure.

So we're talking about NEPA, we're talking about state-level reforms.

Build things in the United States again, transformers and other power electronics, and build smaller grids.

And I would also argue it should be somewhat generation-led.

You find a good place to generate energy, it's a good place to put 10 nuclear reactors, 100 nuclear reactors down.

build a microgrid around that for data centers for manufacturing, and then start to share that energy, start to expand that grid out a little bit.

But I think that the old style of massively centralized systems is probably going away a little bit, and that's a good thing.

Another reason that I think that we went this sort of like centralized direction was that our power generating units used to be much larger.

So you'd have gigawatt scale power generation

which needed a very large base to hook into, right?

So you had a gigawatt scale reactor.

Reactors traditionally were not load following.

Now they are, but they traditionally were not load following.

And so you have to plug into a really, really broad base of demand.

And now that reactors are load following and that the reactors that we make are going to be smaller, you actually can just put a couple of these reactors onto a single grid or even 10 and you're only at 250 megawatts.