Scott Nolan

If you want everyone to have a good quality of life, you know, be able to heat and cool their homes, have refrigeration, have all the things we have, it's going to take a lot more energy and there's no way around it.

Per capita, no.

Let's see.

Where's NBN here?

Yeah, per capita, no.

But overall, yes, India, China, huge, huge production and consumption.

In terms of the AI demand, if you just project out AI demand, it's going to be equal to our grid by 2030.

It's just this exponential growth curve.

And those are always hard to predict, but reasonable predictions say it needs as much as we have on the entire grid by 2030.

which means we have to start right now expanding production of reactors of fuel.

And so to your question, are they using them yet?

No, not yet.

There's a lot of companies building, designing and now building and will be testing advanced reactor types.

And I expect those to, we should start seeing those plug into the grid in about five years.

And so we need to do that now.

It's five years out.

OK, AI is going to consume equivalent to the US grid today in five years, potentially.

That's crazy.

We need to go full speed on reactor licensing, construction, deployment.

And all those reactors need fuel.