SMRs to power AI factories by 2027
The guest argued that Small Modular Reactors (SMRs) are a viable near-term power source for AI data centers, bypass traditional regulatory timelines when built on federal land.
The argument
Crusoe plans to energize an SMR-powered AI factory by 2027 in partnership with Oklo Energy at the Idaho National Lab. By operating on this site, the project is positioned outside the standard Nuclear Regulatory Commission (NRC) jurisdiction, accelerating deployment.
The thesis, stress-tested
✓ What validates it
- ✓Successful energization of the Idaho National Lab facility in 2027
- ✓NRC policy updates regarding experimental reactors on federal sites
▸ Risks discussed
- ▸Experimental technology failure or delays
- ▸Political or public backlash to nuclear power near data centers
- ▸Regulatory changes affecting federal land exemptions
Hear it yourself
"We're actually hoping to energize the first AI AI factory powered by an SMR in 2027. 2027. That's next year, bro. I know. And and one of the ways we've been able to do this is is it's actually gonna be at the Idaho National Lab where you actually are you you're you're outside of the, regulatory domain of of the NRC."
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