JoNova on the remarkably quick change of opinion among the big tech companies on the whole renewable energy question:
Google, Oracle, Microsoft were all raving fans of renewable energy, but all of them have given up trying to reach “net zero” with wind and solar power. In the rush to feed the baby AI gargoyle, instead of lining the streets with wind turbines and battery packs, they’re all suddenly buying, building and talking about nuclear power. For some reason, when running $100 billion dollar data centres, no one seems to want to use random electricity and turn them on and off when the wind stops. Probably because without electricity AI is a dumb rock.
In a sense, AI is a form of energy. The guy with the biggest gigawatts has a head start, and the guy with unreliable generators isn’t in the race.
It’s all turned on a dime. It was only in May that Microsoft was making the “biggest ever renewable energy agreement” in order to power AI and be carbon neutral. Ten minutes later and it’s resurrecting the old Three Mile Island nuclear plant. Lucky Americans don’t blow up their old power plants.
Oracle is building the world’s largest datacentre and wants to power it with three small modular reactors. Amazon Web Services has bought a data centre next to a nuclear plant, and is running job ads for a nuclear engineer. Recently, Alphabet CEO Sundar Pichai, spoke about small modular reactors. The chief of Open AI also happens to chair the boards of two nuclear start-ups.
