smr
15 articles about smr in AI news
PJM Auction Hits $15B as Big Tech AI Power Demand Fuels SMR Boom
PJM's capacity auction hit $15B, up 7x from 2025, driven by AI data center power demand. Big Tech is accelerating nuclear SMR investments.
X-energy raises $1B+ in IPO for Amazon-backed SMRs
X-energy, an Amazon-backed small modular reactor firm, raised over $1 billion in its IPO by selling 44.3 million shares. The funding targets SMRs to power AI data centers, addressing soaring energy demands from AI infrastructure.
Supermemory Claims ~99% on LongMemEval_s with Experimental ASMR Technique, Plans Open-Source Release
An experimental AI technique called ASMR (Agentic Search and Memory Retrieval) reportedly achieved near-perfect performance (~99%) on the LongMemEval_s benchmark. The method replaces vector search with parallel observer agents and will be open-sourced in 11 days.
Crusoe, Aalo Atomics Partner on Nuclear AI Data Center
Crusoe and Aalo Atomics partner to build nuclear-powered AI data centers using 50 MW SMRs. The deal targets AI's energy bottleneck, with no site or financial details disclosed.
OpenAI's $20B Georgia Data Center Tests Gigawatt Buildout
OpenAI announced $20B Georgia data center. Gigawatt buildout faces execution test amid supply chain and power constraints.
Strivve Extends 'Top of Wallet' to Agentic Commerce
Strivve extends 'Top of Wallet' to agentic commerce, making the issuer's card the default for AI agent transactions. This addresses a key challenge as AI agents increasingly handle payments, potentially shifting $500B+ in transaction volume by 2028.
Feature Freshness: The Production Bug That Makes Good Recommenders Look Bad
Jie Li's article reveals that stale features—outdated user signals—can degrade recommender performance by 20-30% in offline metrics, often misdiagnosed as model problems. The piece urges teams to prioritize feature freshness monitoring alongside model tuning.
Water Joins Power as AI Data Center Site Selection Constraint
Water joins power as AI data center site selection constraint, per Emergence Water and Nimbus. Communities now scrutinize water use like electrical demand, affecting campus viability.
SemiAnalysis: US behind-the-meter datacenter could hit 40GW+ by 2028
SemiAnalysis projects 40GW+ behind-the-meter datacenter capacity by 2028 as grid delays push 50%+ of new builds off-grid.
AI Data Centers Face 220GW Grid Jam, Power Infrastructure Becomes Bottleneck
PJM's 220GW interconnection queue shows AI data center growth is now constrained by power grid capacity, not compute. Hyperscalers face 3-7 year delays.
U.S. AI Data Center Builds Face 50% Delay Risk on China Power Gear
Electrical infrastructure, not chips or capital, is becoming the critical bottleneck for AI data center deployment. U.S. projects face 5-year transformer lead times while depending on China for 30-40% of key components.
Anthropic's 'Spud' Model Expected in April, 'Mythos' in Q3 2026 as AI Release Cadence Accelerates
Anthropic's next major frontier model 'Spud' is reportedly scheduled for release in April 2026, with 'Mythos' potentially following in Q3. This aligns with an accelerating ~3-month release cadence across major labs, intensifying competition amid growing compute and energy bottlenecks.
AI Data Centers Now Consume 10% of US Electricity, With Single Facilities Reaching 400+ Megawatt Loads
Data centers powering AI and cloud computing now account for 10% of total U.S. electricity consumption, with individual facilities reaching 400+ megawatt capacities. New half-mile-long structures require advanced water-cooling systems to manage chips generating 2kW of heat each.
Von der Leyen's Nuclear Stance Exposes Europe's Deep Energy Divide
European Commission President Ursula von der Leyen, a German politician, has publicly declared nuclear energy essential for Europe's electricity supply while her own country completed its nuclear phase-out just last year. This contradiction highlights the fragmented energy policies across EU member states as Europe struggles to balance decarbonization goals with energy security.
Trump's AI Energy Summit: Tech Giants Pledge to Self-Generate Power Amid Grid Concerns
Former President Donald Trump is convening Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI at the White House to sign a 'Rate Payer Protection Pledge,' committing them to generate or purchase their own electricity for new AI data centers, signaling a major shift in how tech's energy demands are addressed.