Ehud8
$STDN $XE imho Natural gas is fast but not firm enough for hyperscale AI
- Gas plants can be built quickly
- But they depend on pipeline capacity
- And they cannot deliver 24/7 carbon‑free power
- And they still face transmission constraints
Nuclear is the only scalable firm‑power option
Hyperscalers (Amazon, Microsoft, Google) need:
- 24/7 power
- 300–600 MW per campus
- No grid interconnection delays
- No transmission upgrades
- Zero‑carbon for ESG compliance
That’s why Amazon is pursuing SMRs.
And that’s why X‑energy’s FOAK matters.
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