Peter Zeihan

From a technical point of view, you can go up and down whatever you want.

But going up looks a lot to the Nuclear Regulatory Commission like a meltdown.

So functionally, no, not at all.

So nuclear is only for baseload in the United States.

And I think that's broadly a good way to look at it.

So for data centers, nuclear is a good match because data centers churn 24 hours a day.

Nuclear goes 24 hours a day.

Solar and wind for data centers are some of the stupidest things I've ever seen people put on paper.

Because to make that work, you need to build five times the solar and wind that you would need to power the center and then build a massive, at least 24-hour duration battery system.

By the way, no one in the country has more than 10 minutes.

And just the cost is just extreme.

And even then it wouldn't be stable or reliable.

So nukes, yeah, nukes would work for that.

It's electricity.

It's really simple.

Electricity is easy to generate.

It's kind of squirrely to transmit.

And it's almost impossible to store in an economically viable manner.

You need a supply chain that is among the most sophisticated that humanity has ever produced, that produces and processes a dozen major elements.

And in order to do the transition, the United States under the Biden administration said that it wanted to get to a majority EV situation in less than 25 years.