Awash in AI propaganda

we have been here before. Consider, for example, the arguments made for building the V. C. Summer nuclear project in South Carolina.

“our technocrats are so committed to the worship of the sacred cow of technology that they say in effect: Let the machine prevail, though the earth be poisoned, the air be polluted, the food and water be contaminated, and mankind itself be condemned to a dreary and useless life, on a planet no more fit to support life than the sterile surface of the moon”.

 April 21, 2025 by beyondnuclearinternational, https://beyondnuclearinternational.org/2025/04/21/awash-in-ai-propaganda/

The hype about massive data centers delivered by nuclear companies eager to power them, is probably just that, writes M.V. Ramana

One bright spot amidst all the terrible news the last couple of months was the market’s reaction to DeepSeek, with BigTech firms like Nvidia and Microsoft and Google taking major hits in their capitalizations. Billionaires Nvidia’s Jensen Huang and Oracle’s Larry Ellison—who had, just a few days back, been part of Donald Trump’s first news conference—lost a combined 48 billion dollars in paper money. As a good friend of mine, who shall go unnamed because of their use of an expletive, said “I hate all AI, but it’s hard to not feel joy that these asshats are losing a lot of money.”

Another set of companies lost large fractions of their stock valuations: U.S. power, utility and natural gas companies. Electric utilities like Constellation, Vistra and Talen had gained stock value on the basis of the argument that there would be a major increase in demand for energy due to data centers and AI, allowing them to invest in new power plants and expensive nuclear projects (such as small modular reactors), and profit from this process. [The other source of revenue, at least in the case of Constellation, was government largesse.] The much lower energy demand from DeepSeek, at least as reported, renders these plans questionable at best.

Remembering Past Fanfare

But we have been here before. Consider, for example, the arguments made for building the V. C. Summer nuclear project in South Carolina. That project came out of the hype cycle during the first decade of this century, during one of the many so-called nuclear renaissances that have been regularly announced since the 1980s. [In 1985, for example, Oak Ridge National Laboratory Director Alvin Weinberg predicted such a renaissance and a second nuclear era—that is yet to materialize.] During the hype cycle in the first decade of this century, utility companies proposed constructing more than 30 reactors, of which only four proceeded to construction. Two of these reactors were in South Carolina.

As with most nuclear projects, public funding was critical. The funding came through the 2005 Energy Policy Act, the main legislative outcome from President George W. Bush’s push for nuclear power, which offered several incentives, including production tax credits that were valued at approximately $2.2 billion for the South Carolina nuclear plant project at V. C. Summer.

The justification offered by the CEO of the South Carolina Electric & Gas Company to the state’s Public Service Commission was the expectation that the company’s energy sales would increase by 22 percent between 2006 and 2016, and by nearly 30 percent by 2019.

In fact, South Carolina Electric & Gas Company’s energy sales declined by 3 percent by the time 2016 rolled in. [Such mistakes are standard in the history of nuclear power. In the 1970s, the U.S. Atomic Energy Commission and utility companies were projecting that “about one thousand large nuclear power reactors” would be built “by the year 2000 and about two thousand, mostly breeder reactors, by 2010” on the basis of the grossly exaggerated estimates of how rapidly electricity production would grow during the same period. It turned out that “utilities were projecting four to nine times more electric power would be produced in the United States by nuclear power in 2000 than actually happened”.] In the case of South Carolina, the wrong projection about energy sales was the basis of the $9 billion plus spent on the abandoned V. C. Summer project.

The Racket Continues

With no sense of shame for that failure, one of the two companies involved in that fiasco recently expressed an interest in selling this project. On January 22, Santee Cooper’s President and CEO wrote, “We are seeing renewed interest in nuclear energy, fueled by advanced manufacturing investments, AI-driven data center demand, and the tech industry’s zero-carbon targets…Considering the long timelines required to bring new nuclear units online, Santee Cooper has a unique opportunity to explore options for Summer Units 2 and 3 and their related assets that could allow someone to generate reliable, carbon emissions-free electricity on a meaningfully shortened timeline”.

A couple of numbers to put those claims about timelines in perspective: the average nuclear reactor takes about 10 years to go from the beginning of construction—usually marked by when concrete is poured into the ground—to when it starts generating electricity. But one cannot go from deciding to build a reactor to pouring concrete in the ground overnight. About five to ten years are needed before the physical activities involved in building a reactor to obtain the environmental permits, and the safety evaluations, carry out public hearings (at least where they are held), and, most importantly, raise the tens of billions of dollars needed. Thus, even the “meaningfully shortened timeline” will mean upwards of a decade.

Going by the aftermath of the Deepseek announcement, the AI and data center driven energy demand bubble seems to have crashed on a timeline far shorter than even that supposedly “meaningfully shortened timeline”. There is good reason to expect that this AI bubble wasn’t going to last, for there was no real business case to allow for the investment of billions. What DeepSeek did was to also show that the billions weren’t needed. As Emily Bender, a computer scientist who co-authored the famous paper about large language models that coined the term stochastic parrots, put it: “The emperor still has no clothes, but it’s very distressing to the emperor that their non-clothes can be made so much more cheaply.”

But utility companies are not giving up. At a recent meeting organized by the Nuclear Energy Institute, the lobbying organization for the nuclear industry, the Chief Financial Officer of Constellation Energy, the company owning the most nuclear reactors in the United States, admitted that the DeepSeek announcement “wasn’t a fun day” but maintained that it does not “change the demand outlook for power from the data economy. It’s going to come.” Likewise, during an “earnings call” earlier in February, Duke Energy President Harry Sideris maintained that data center hyperscalers are “full speed ahead”.

Looking Deeper

Such repetition, even in the face of profound questions about whether such a growth will occur, is to be expected, for it is key to the stock price evaluations and market capitalizations of these companies. The constant reiteration of the need for more and more electricity and other resources also adopts other narrative devices shown to be effective in a wide variety of settings, for example, pointing to the possibility that China would take the lead in some technological field or other, and explicitly or implicitly arguing how utterly unacceptable that state of affairs would be, while never asking whether it even matters who wins this race for AI. These tropes and assertions about running out of power contribute to creating the economic equivalent of what Stuart Hall termed “moral panic”, thus allowing possible opposition to be overruled.

One effect of this slew of propaganda has been the near silence on the question of whether such growth of data centers or AI is desirable, even though there is ample evidence of the enormous environmental impacts of developing AI and building hyperscale data centers. Or for that matter the desirability of nuclear power.
As Lewis Mumford once despaired: “our technocrats are so committed to the worship of the sacred cow of technology that they say in effect: Let the machine prevail, though the earth be poisoned, the air be polluted, the food and water be contaminated, and mankind itself be condemned to a dreary and useless life, on a planet no more fit to support life than the sterile surface of the moon”.

But, of course, we live in a time of monsters, a time when the levers of power are wielded by a megalomaniac who would like to colonize Mars, and despoil its already sterile environment.

M. V. Ramana is the Simons Chair in Disarmament, Global and Human Security at the School of Public Policy and Global Affairs, University of British Columbia and the author of The Power of Promise: Examining Nuclear Energy in India.

April 22, 2025 Posted by Christina Macpherson | spinbuster | Leave a comment

Continued Propaganda About AI and Nuclear Power

One effect of this slew of propaganda has been the near silence on the question of whether such growth of data centers or AI is desirable, even though there is ample evidence of the enormous environmental impacts of developing AI and building hyperscale data centers. Or for that matter the desirability of nuclear power.

M.V. Ramana, 13 Mar 25, https://www.counterpunch.org/2025/03/13/continued-propaganda-about-ai-and-nuclear-power/

One bright spot amidst all the terrible news last couple of months was the market’s reaction to DeepSeek, with BigTech firms like Nvidia and Microsoft and Google taking major hits in their capitalizations. Billionaires Nvidia’s Jensen Huang and Oracle’s Larry Ellison—who had, just a few days back, been part of Donald Trump’s first news conference—lost a combined 48 billion dollars in paper money. As a good friend of mine, who shall go unnamed because of their use of an expletive, said “I hate all AI, but it’s hard to not feel joy that these asshats are losing a lot of money.”

Another set of companies lost large fractions of their stock valuations: U.S. power, utility and natural gas companies. Electric utilities like Constellation, Vistra and Talen had gained stock value on the basis of the argument that there would be a major increase in demand for energy due to data centers and AI, allowing them to invest in new power plants and expensive nuclear projects (such as small modular reactor), and profit from this process. [The other source of revenue, at least in the case of Constellation, was government largesse.] The much lower energy demand from DeepSeek, at least as reported, renders these plans questionable at best.

Remembering Past Ranfare

But we have been here before. Consider, for example, the arguments made for building the V. C. Summer nuclear project in South Carolina. That project came out of the hype cycle during the first decade of this century, during one of the many so-called nuclear renaissances that have been regularly announced since the 1980s. [In 1985, for example, Oak Ridge National Laboratory Director Alvin Weinberg predicted such a renaissance and a second nuclear era—that is yet to materialize.] During the hype cycle in the first decade of this century, utility companies proposed constructing more than 30 reactors, of which only four proceeded to construction. Two of these reactors were in South Carolina.

As with most nuclear projects, public funding was critical. The funding came through the 2005 Energy Policy Act, the main legislative outcome from President George W. Bush’s push for nuclear power, which offered several incentives, including production tax credits that were valued at approximately $2.2 billion for V. C. Summer.

The justification offered by the CEO of the South Carolina Electric & Gas Company to the state’s Public Service Commission was the expectation that the company’s energy sales would increase by 22 percent between 2006 and 2016, and by nearly 30 percent by 2019. In fact, South Carolina Electric & Gas Company’s energy sales declined by 3 percent by the time 2016 rolled in. [Such mistakes are standard in the history of nuclear power. In the 1970s, the U.S. Atomic Energy Commission and utility companies were projecting that “about one thousand large nuclear power reactors” would be built “by the year 2000 and about two thousand, mostly breeder reactors, by 2010” on the basis of the grossly exaggerated estimates of how rapidly electricity production would grow during the same period. It turned out that “utilities were projecting four to nine times more electric power would be produced in the United States by nuclear power in 2000 than actually happened”.] In the case of South Carolina, the wrong projection about energy sales was the basis of the $9 billion plus spent on the abandoned V. C. Summer project.

The Racket Continues

With no sense of shame for that failure, one of the two companies involved in that fiasco recently expressed an interest in selling this project. On January 22, Santee Cooper’s President and CEO wrote, “We are seeing renewed interest in nuclear energy, fueled by advanced manufacturing investments, AI-driven data center demand, and the tech industry’s zero-carbon targets…Considering the long timelines required to bring new nuclear units online, Santee Cooper has a unique opportunity to explore options for Summer Units 2 and 3 and their related assets that could allow someone to generate reliable, carbon emissions-free electricity on a meaningfully shortened timeline”.

A couple of numbers to put those claims about timelines in perspective: the average nuclear reactor takes about 10 years to go from the beginning of construction—usually marked by when concrete is poured into the ground—to when it starts generating electricity. But one cannot go from deciding to build a reactor to pouring concrete in the ground overnight. It takes about five to ten years needed before the physical activities involved in building a reactor to obtain the environmental permits, and the safety evaluations, carry out public hearings (at least where they are held), and, most importantly, raise the tens of billions of dollars needed. Thus, even the “meaningfully shortened timeline” will mean upwards of a decade.

Going by the aftermath of the Deepseek, the AI and data center driven energy demand bubble seems to have crashed on a timeline far shorter than even that supposedly “meaningfully shortened timeline”. There is good reason to expect that this AI bubble wasn’t going to last, for there was no real business case to allow for the investment of billions. What DeepSeek did was to also show that the billions weren’t needed. As Emily Bender, a computer scientist who co-authored the famous paper about large language models that coined the term stochastic parrots, put it: “The emperor still has no clothes, but it’s very distressing to the emperor that their non-clothes can be made so much more cheaply.”

But utility companies are not giving up. At a recent meeting organized by the Nuclear Energy Institute, the lobbying organization for the nuclear industry, the Chief Financial Officer of Constellation Energy, the company owning the most nuclear reactors in the United States, admitted that the DeepSeek announcement “wasn’t a fun day” but maintained that it does not “change the demand outlook for power from the data economy. It’s going to come.” Likewise, during an “earnings call” earlier in February, Duke Energy President Harry Sideris maintained that data center hyperscalers are “full speed ahead”.

Looking Deeper

Such repetition, even in the face of profound questions about whether such a growth will occur, is to be expected, for it is key to the stock price evaluations and market capitalizations of these companies. The constant reiteration of the need for more and more electricity and other resources also adopts other narrative devices shown to be effective in a wide variety of settings, for example, pointing to the possibility that China would take the lead in some technological field or the other, and explicitly or implicitly arguing how utterly unacceptable that state of affairs would be. Never asking whether it even matters who wins this race for AI. These tropes and assertions about running out of power contribute to creating the economic equivalent of what Stuart Hall termed “moral panic”, thus allowing possible opposition to be overruled.

One effect of this slew of propaganda has been the near silence on the question of whether such growth of data centers or AI is desirable, even though there is ample evidence of the enormous environmental impacts of developing AI and building hyperscale data centers. Or for that matter the desirability of nuclear power.

As Lewis Mumford once despaired: “our technocrats are so committed to the worship of the sacred cow of technology that they say in effect: Let the machine prevail, though the earth be poisoned, the air be polluted, the food and water be contaminated, and mankind itself be condemned to a dreary and useless life, on a planet no more fit to support life than the sterile surface of the moon”.

But, of course, we live in a time of monsters. At a time when the levers of power are wielded by a megalomaniac who would like to colonize Mars, and despoil its already sterile environment.

M. V. Ramana is the Simons Chair in Disarmament, Global and Human Security at the School of Public Policy and Global Affairs, University of British Columbia and the author of The Power of Promise: Examining Nuclear Energy in India.

March 15, 2025 Posted by Christina Macpherson | spinbuster | Leave a comment

Let’s hear it for the ‘blockers’ – support common sense, not nonsense!

BANNG.info 10 March 2025 Andrew Blowers discusses this in the March 2025 edition of Regional Life,  https://www.banng.info/news/regional-life/blockers/

With the headline ‘Government rips up rules to fire-up nuclear power’, the Prime Minister launched an intemperate assault on the ‘blockers who have strangled our chances of cheaper energy, growth and jobs for far too long.’

If blocking means using common sense to protect the public and environments from dangerous, destructive developments like new nuclear, then BANNG along with many other groups is proud to be a ‘blocker’.

The PM’s outrageous attack on environmentalists, conservation groups, councils and even regulators was a stream of assertions, misjudgements, half-truths and nonsense.

Let’s look at some of the claims made and our responses:

1) ‘Blockers create delay and obstruction’: Big infrastructure projects must be properly scrutinised to ensure safety and environmental protection.
2) ‘Investors are held back’: On the contrary, it is investors who hold back, pulling out of major projects at Sellafield, Wylfa and Bradwell and still no sign of investors chomping at the bit to get Sizewell C off the ground.
3) ‘Projects are suffocated by regulations’: Regulation focuses on public safety and environmental protection. Cutting rules or corners is a charter for unconstrained development and can lead to disasters like Grenfell Tower. More regulation not less is needed to achieve net zero.
4) ‘Growth is blocked by trivial objections’: The PM scoffs at the campaign by ‘blockers’ to ensure acoustic deterrents are installed to prevent millions of fish being killed at Hinkley Point C through entrapment in the cooling pipes. He is offended when Sizewell C campaigners take EDF to court for destroying a precious native woodland or for failing to secure adequate water supply for the gigantic power station before the go-ahead has been given. Efforts to protect species, heritage and environments from destruction should be supported, not denigrated by uninformed politicians.
5) ‘Rip up planning rules to prioritise growth’: For years nuclear development was ‘restricted’ to eight “potentially suitable” sites [including Bradwell] as part of archaic planning rules that haven’t been looked at since 2011. In fact, apart from Hinkley Point C and Sizewell C, it was developers who shied away from the eight sites, not planners who blocked development.
6) ‘Build nuclear stations in the places that need them’: In effect, the Government has now conceded by scrapping the set list of eight sites and introducing an alternative siting strategy – effectively a developer-led free-for-all so firms can start building nuclear stations ‘in the places that need them.’ Even so, some of the eight sites are already earmarked for clusters of Small Modular reactors (SMRs) – the (not so) mini nuclear power stations that have yet to be developed, let alone deployed. Finding locations where they are supposedly needed is not the same as finding sites where they are wanted. The old problems of safety, radioactive waste and cooling water will arise and provoke resistance from local ‘blockers’.

Paradoxically, Bradwell is likely to be by-passed in the surge for new sites. It is, at long last, delisted and its remote location and vulnerable coastal conditions make it absolutely unsuitable.

So, let’s hear it for the ‘blockers like BANNG and the 10,000 signatories from around the Blackwater of our face-to-face Petition, who put common sense before nonsense to protect local environments and communities.

March 13, 2025 Posted by Christina Macpherson | spinbuster | Leave a comment