Google Buys 890 MW of Nuclear Without Building a Single New Reactor
MicahBerkley · x · 2026-10-06
The author breaks down Google's 890 MW nuclear deal: rather than waiting for SMRs or 15-year construction projects, Google signed up 11 existing reactors in PJM and pushed them to run harder via uprates. "Uprates, not new builds" is the alpha move — analogous to giving existing businesses an AI upgrade: same infrastructure, better results.
More from Infra
- llama.cpp adds DFlash speculative decoding for Qwen3.8-27B, faster than MTP — victormustar · 2026-10-06
- GLM 5.3 full NVFP4 deployable on 4x B200 or H200 with Marlin kernels — TheZachMueller · 2026-10-06
- OpenAI reportedly spent tens of millions in compute to crack Navier-Stokes in days — haider1 · 2026-10-06
- Grid waits hit 7 years for 100MW in Northern Virginia; Crusoe cuts it to 1 year, valued at $30.9B — import_jmr · 2026-10-06
- Veda's sparse-attention ComfyUI node renders 5s video 2.9x faster on a 12GB RTX 5070 — lmoroney · 2026-10-06
- Should Developers Care What Hardware Runs Their Inference API? — ekhyatt · 2026-10-06