Mike Shepard

Outside of the country, nuclear is becoming very popular.

United Arab Emirates, for example, is a nuclear country.

They're building data centers at gigawatt capacities.

So when you look at the world map,

Nuclear in general is becoming the solution to go to for data centers and SMRs for outside power generation are the way to go.

But in the meantime, there's a transitional fuel, which is natural gas, which everybody's relying on.

And that is totally being dismissed in most findings and most reports.

So the projections of power companies trying to provide electricity on the grid doesn't really reflect the reality of the data center industry growth.

We're going from 60 gigawatt to 300 gigawatt capacity in just five years.

And that's not even a very...

it's a very conservative projection because looking at the company like Nvidia where chips and the development of AI is totally blocked and bottlenecked by the development and speed of growth of data centers.

You will see that there is no other option where companies like Nvidia are hunting for data center power so that they can sell more chips.

It's totally underestimated, definitely.

It's totally underestimated.

The only way countries can keep up with this is either you need to stop technology from growth, which is not possible, or every day is touched by data centers and AI and the evolution of technology.

This interview wouldn't be possible.

The flights, everything around us is only possible through technology and ultimately through data centers.

So you cannot stop that.

What you need to do at the national level, government level, you need to make sure that you're provisioning enough power

to your people, to your citizens.