It doesn't matter if artificial intelligence (AI) data centers have all the latest GPUs or high bandwidth memory. Without enough electricity, nothing stays online. Consider that a typical 100-megawatt data center can use as much power as about 80,000 U.S. homes. That makes bringing additional capacity online challenging, and two companies, Oklo (NYSE: OKLO) and X-Energy (NASDAQ: XE) , are trying to address this problem.
The bet is straightforward: If artificial intelligence is going to keep growing, someone has to generate the electric power.
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