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If China can’t scale nuclear, Australia’s got Buckley’s

Dutton’s proposal has seven nuclear power plants, including five large-scale reactors and two SMRs. This isn’t critical mass for a nuclear program. As of February 2025, the United States operates 94 nuclear reactors, France has 57, and South Korea maintains 26 reactors. Those are sufficient numbers of GW-scale reactors to achieve program economies of scale. Australia’s peak electricity demand of 38.6 GW isn’t sufficient to provide an opportunity for sufficient numbers of reactors of a single design to be built.

Michael Barnard, Feb 25, 2025,  https://reneweconomy.com.au/if-china-cant-scale-nuclear-australias-got-buckleys/

The platypus of energy in Australia has reared its duckbill and stamped its webbed feet again in recent years.

A fractious group of bedfellows is advocating for nuclear generation, primarily driven by the Liberal-National Coalition under Peter Dutton, who has proposed repurposing decommissioned coal-fired stations for nuclear power, with the remarkable claim that reactors could be operational between 2035 and 2037.

Other political supporters include the Libertarian Party and One Nation. Unsurprising advocacy organisations such as the Australian Nuclear Association, Nuclear for Australia, the Minerals Council of Australia, and the South Australian Chamber of Mines and Energy are calling for legislative changes to allow nuclear development, citing its reliability and low emissions.

Notable figures like opposition energy spokesperson Ted O’Brien, who has chaired parliamentary inquiries into nuclear energy, and Indigenous leader Warren Mundine, who sees nuclear as an economic and climate solution, have also voiced strong support.

But nuclear energy, like the platypus, is an oddly shaped beast, and needs a very specific hole to fit into the energy jigsaw puzzle.

Successful nuclear programs share several key conditions, drawn from historical examples in the United States, France, South Korea, and the UK. These countries achieved large-scale nuclear deployment first by making it a top-priority national goal, tied to military strategy or energy security.

Bipartisan support ensured long-term stability, while military involvement helped enforce cost discipline and continuity over decades. Australia clearly doesn’t have bipartisan support for nuclear energy.

Previous countries found political consensus in the face of serious geopolitical threats from nuclear armed enemies such as the Soviet Union and North Korea. Australia isn’t threatened by invasion or nuclear war by any country, and the major political parties are clearly on opposite sides of the fence on the subject.

Teal MPs, supported by Climate 200 and a major new force, are in general not supportive of nuclear energy either.

Australia’s federal laws prohibit nuclear power development through the Environmental Protection and Biodiversity Conservation Act 1999 (EPBC Act), which explicitly bans the approval of nuclear power plants.

The Australian Radiation Protection and Nuclear Safety Act 1998 (ARPANS Act) restricts certain nuclear activities, reinforcing the ban. Both laws would have to be repealed or substantially altered, requiring draft legislation to start with. No draft legislation has been in evidence from the Liberal-National Coalition, which appears par for the course for a campaign plank which is very light on details.

If the Liberal-National Coalition were to regain power, they would first have to draft a bill, and then shepherd it through the extensive legislative process, something that with contentious bills can take up to two years. That’s just the beginning.

Australia’s status as a signatory to international nuclear non-proliferation treaties adds a layer of complexity to any move toward nuclear power. Compliance with agreements such as the Treaty on the Non-Proliferation of Nuclear Weapons (NPT) and safeguards enforced by the International Atomic Energy Agency (IAEA) would require strict oversight of uranium handling, enrichment, and waste disposal.

Any shift to nuclear energy could trigger lengthy negotiations with global regulatory bodies to ensure Australia remains within its non-proliferation commitments, delaying and complicating the development of a civilian nuclear program.

The duration for individual countries to negotiate and implement these protocols has ranged from a few months to several years, influenced by national legislative processes and political considerations.

Strong central control is another common factor in successful nuclear programs. National governments directly managed nuclear projects, maintaining tight oversight of construction schedules and decision-making. This approach prevented fragmentation and ensured that experienced leadership remained in place throughout the deployment.

In Australia, power systems are largely under state control, meaning any attempt to build nuclear power plants would require approval from individual state governments. While the federal government sets national energy policies and regulates nuclear safety, states have the authority over planning and construction approvals.

Several states, including Victoria, New South Wales, Queensland, and South Australia, have explicit bans on nuclear power, adding another layer of legislative hurdles. Even if the federal ban were lifted, nuclear development would still depend on state cooperation, making a nationwide rollout politically and legally complex.

Building a skilled workforce was essential to scaling nuclear generation. Successful programs invested in national education and certification systems, training engineers, construction workers, and technicians specifically for nuclear projects. Strict security measures were also necessary to vet personnel and prevent risks.

That’s challenging for Australia. The Australian National Training Authority (ANTA) was abolished on July 1, 2005, with all its functions transferred to the Department of Education, Science and Training. This move aimed to centralize vocational education and training (VET) oversight at the federal level, streamlining operations and reducing administrative complexities associated with the previous federal-state arrangements.

Despite this degree of centralisation, the administration and delivery of VET programs remain primarily under state and territory control, with public technical and further education institutes and private providers delivering courses under regional oversight.

While the coordination and policy aspects of ANTA’s functions persist at the national level, the execution and management of training programs continue to be managed by individual states and territories.

That’s not a good basis for a nationally run and managed nuclear workforce education, certification and security clearance program that would need to persist for thirty to forty years. A nuclear ANTA would have to be established, taking time in and of itself, and then it would take time to attract and create a critical mass of skilled nuclear engineering, construction, operation and security human resources.

Speaking of security, Australia’s nuclear ambitions come with an often overlooked cost: an immense, multilayered security burden that taxpayers will likely shoulder.

In the US, nuclear power requires an extensive web of international, national, state, and local security measures, yet much of this expense is not covered by reactor operators.

The US government funds $1.1 billion annually in international nuclear security, including protecting supply chains and waste management through agencies like the IAEA, the Department of Defense, and the CIA. These costs translate to $8 million per reactor per year, with a full lifecycle cost of $1.2 billion per reactor—expenses that remain largely hidden from public scrutiny.

Domestically, the security footprint is even larger. The U.S. Nuclear Regulatory Commission, the Department of Energy, Homeland Security, and law enforcement agencies provide a $26 million per reactor per year security umbrella, ensuring compliance, protecting fuel transport, and defending against threats.

On-site security measures – including armed patrols, cyber protection, and emergency response teams – add another $18 million annually per reactor. In total, US taxpayers effectively subsidise $34 million per reactor per year, or $4 billion over a nuclear site’s lifespan, a cost that is rarely included in nuclear energy debates.

For Australia, these figures should serve as a stark warning. If nuclear reactors are built, the country will need to establish entirely new layers of security infrastructure, from federal oversight and emergency response teams to military-style site defenses.

The financial burden won’t fall on private operators alone – it will land squarely on the Australian taxpayer. As policymakers debate nuclear’s role in the country’s energy future, they must ask: are Australians ready to take on a security commitment of this scale?

A single, GW-scale, standardised reactor design was crucial to keeping costs under control. Countries that succeeded in nuclear deployment avoided excessive customization and focused on repeating a proven design, allowing for efficiency gains and predictable outcomes.

At present, there are various proposed reactor designs under consideration. Dutton’s proposal includes evaluating various reactor technologies, with a focus on South Korea’s APR1000 and APR1400 pressurized water reactors.

O’Brien has led a delegation to South Korea to study its nuclear power industry and assess the suitability of these reactor models for Australia.

It’s worth noting that while South Korea was successful in scaling nuclear generation, it did so with corruption that included substandard parts in reactors that led to a political scandal that resulted in the jailing of politicians and energy company executives.

Small modular nuclear reactors (SMR) have been proposed as part of the mix. They aren’t GW-scale and they don’t actually exist. As the Australian Academy of Technological Sciences and Engineering (ATSE) accurately pointed out in mid-2024, SMR technology remains in developmental stages globally, with no operational units in OECD countries.

The ATSE suggests that a mature market for SMRs may not emerge until the late 2040s, while I think it’s unlikely to emerge at all. Small reactors were tried in the 1960s and 1970s and were too expensive, leading to reactors being scaled up to around the GW scale in successful programs. There is nothing to indicate that anything has changed since then that will make SMRs successful and inexpensive the second time around.

Scale and speed mattered. Effective programs built between 24 and 100 reactors of very similar designs within a 20-to-40-year timeframe, ensuring that expertise remained within the workforce. Spreading projects over longer periods led to skill erosion and inefficiencies.

Dutton’s proposal has seven nuclear power plants, including five large-scale reactors and two SMRs. This isn’t critical mass for a nuclear program. As of February 2025, the United States operates 94 nuclear reactors, France has 57, and South Korea maintains 26 reactors. Those are sufficient numbers of GW-scale reactors to achieve program economies of scale. Australia’s peak electricity demand of 38.6 GW isn’t sufficient to provide an opportunity for sufficient numbers of reactors of a single design to be built.

Finally, strict adherence to design was non-negotiable. Countries that allowed constant innovation or design changes saw costs balloon and timelines slip. The lesson from history is clear: nuclear success depends on disciplined execution, a committed national strategy, and a workforce dedicated to repeating a single proven approach.

Australia’s strong engineering culture, known for innovation and adaptation, could pose challenges to a strictly controlled nuclear deployment program. Unlike industries where iterative improvements drive progress, nuclear power requires rigid standardization to control costs, ensure safety, and meet regulatory demands.

Australia’s history of engineering-led modifications – seen in mining, renewables, and infrastructure – could lead to pressures for design changes mid-project, a factor that has contributed to cost overruns and delays in nuclear projects overseas.

While flexibility has been a strength in other sectors, in nuclear energy, deviation from a single, proven reactor design undermines efficiency and drives up costs, making strict oversight and discipline crucial to success.

February 27, 2025 Posted by | AUSTRALIA, technology | Leave a comment

Small Nuclear Reactor developer groups raise $1.5bn amid race to power AI boom

Developers of small modular nuclear reactors have raised at least $1.5bn in
funding over the past year, tapping into a surge of investor interest
linked to power supply deals agreed with Big Tech.

They have also secured pledges of billions of dollars of support from governments, amid a global race to launch new technologies considered critical to powering the
artificial intelligence revolution.

The largest fundraising of $700mn was closed this month by X-energy, a US developer that added Jane Street and other institutional investors to a register that included technology giantAmazon,

Ken Griffin, founder and chief executive of Citadel and chemical
company Dow. Paris-based developer Newcleo raised $151mn in September and
US-based developers Blue Energy and Last Energy raised $45mn and $40mn
respectively last year.

Nano Nuclear Energy, a developer of microreactors
which listed in May, raised $134mn capital in 2024. Three SMR developers
listed in New York, Oklo, NuScale and Nano Nuclear, raised more than $700mn
through share sales and other financing mechanisms over the past 12 months,
according to a Financial Times analysis of public records and data from
PitchBook and BloombergNEF.

Westinghouse, Rolls-Royce, Holtec
International, GE Hitachi and Bill Gates’ TerraPower are also among a host
of companies investing in about 60 SMR projects globally, according to
World Nuclear Association data. Amazon’s purchase of a stake in X-energy
and Google’s power supply deal with SMR developer Kairos Power, which both
occurred in October, have shaken up a funding market that soured in 2023
because of high interest rates and inflation.

But analysts warn developers
still face technical, regulatory and funding risks despite the improved
sentiment.

FT 19th Feb 2025, https://www.ft.com/content/2d84198e-7eeb-4154-bbf2-9a469b0cc700

February 23, 2025 Posted by | business and costs, Small Modular Nuclear Reactors | Leave a comment

Pioneering micro nuclear reactors to be built in Britain.

Major test for UK’s energy policy as four reactors planned on site of former power
station in Wales. Britain’s first “micro” nuclear reactors are to be
built on the site of a former coal-fired power station in south Wales. Four
reactors will be installed at the decommissioned Llynfi power station in
Bridgend under the proposals, each generating up to 20 megawatts (MW) of
electricity. These will be assembled in modules after being produced in a
factory off-site. The 14-acre project is being overseen by Last Energy, a
Washington-headquartered business, in a major early test for the
Government’s green energy policy. It will be the first new UK location to
house a commercial nuclear power reactor since the Torness nuclear power
station in East Lothian in 1978. Until now, modern UK nuclear projects have
been built on sites previously occupied by an earlier plant.

 Telegraph 17th Feb 2025

February 20, 2025 Posted by | Small Modular Nuclear Reactors, UK | Leave a comment

Starmer’s nuclear reactors won’t be small, cheap or popular

David Elliott and Arthur Stansfield on Labour’s plans for expanding nuclear power plants, https://www.theguardian.com/environment/2025/feb/16/starmers-nuclear-reactors-wont-be-small-cheap-or-popular

Labour’s plan for siting small nuclear reactor plants around the country (Keir Starmer unveils plan for large nuclear expansion across England and Wales, 6 February) feels almost like something Donald Trump would come up with. The reality is that they would not be small – for example, the system being developed by Rolls-Royce is 470 megawatts, larger than most of the old, now closed, magnox reactors that were built in the UK in the 1960s.

And they will not be cheap – even backers, like the Tony Blair Institute for Global Change, have admitted that they “could have higher costs per MW compared to gigawatt-scale reactors. And there would be a range of safety- and security-risk issues with local deployment, adding to the cost – nuclear plants are usually located in remote sites. Will many people want one near them? By comparison, with costs falling, public support for renewables, like solar and offshore wind, has never been higher.
David Elliott
Emeritus professor of technology policy, the Open University

February 19, 2025 Posted by | Small Modular Nuclear Reactors, UK | Leave a comment

Great British Nuclear competition winners announcement still ‘around Spending Review’

13 Feb, 2025 By Tom Pashby

Great British Nuclear (GBN) has confirmed that the winners of its small modular reactor (SMR) competition will still be announced around the time of the Spending Review on 11 June 2025, despite reports that it would take place on 26 March at the Spring Statement.

GE-Hitachi, Holtec Britain, Rolls-Royce SMR and Westinghouse Electric Co. were announced as the final four companies in contention following the conclusion of the initial tender
stage at the end of September. NuScale dropped out at this point, while EDF
exited the competition in July when it failed to submit documents before
the deadline.

GBN completed two rounds of assessment with the four
shortlisted companies and is now entering negotiations ahead of the
submission of final tenders. The nuclear body said in November 2024 it had
started “detailed negotiations” with the four small modular reactor
(SMR) developers remaining in its competition for deployment in the UK. GBN
debunks financial news site report. Financial news site The Motley Fool
reported on 11 February that the announcement was “expected to be
announced by Great British Nuclear on or around the time of the Spring
Budget Statement, scheduled for 26 March”.

New Civil Engineer 13th Feb 2025, https://www.newcivilengineer.com/latest/great-british-nuclear-competition-winners-announcement-still-around-spending-review-13-02-2025/

February 15, 2025 Posted by | Small Modular Nuclear Reactors, UK | Leave a comment

Sam Altman’s Fusion Power Startup Is Eyeing Trump’s $500 Billion AIPlay.

Few energy startups are better positioned to cash in on Stargate than
Helion, which has raised major funding from the AI initiative’s leaders,
and signed a contract with another. Sam Altman announced the $500 billion
Stargate initiative at the White House last month, with a plan to build the
world’s largest AI infrastructure project.

Stargate, the $500 billion effort to secure American AI supremacy for perpetuity backed by OpenAI’s Sam Altman and SoftBank founder Masa Son, among others, will require a
gargantuan amount of energy to power it. As it happens, Altman and Son are
backing a startup that says it can provide it. It’s a fusion energy
company called Helion that recently raised $425 million in a funding round
backed by SoftBank. Prior to that it banked $375 million from Altman, who
serves as Helion’s chairman. It was the single largest investment check
the AI billionaire has written so far. And Microsoft, a Stargate partner,
was the first company to contract with Helion for a fusion power plant by
2028 — a timeline that has some physicists skeptical.

 Forbes 5th Feb 2025 https://www.forbes.com/sites/davidjeans/2025/02/05/stargate-sam-altman-fusion-helion/

 

February 12, 2025 Posted by | technology | Leave a comment

Google deletes policy against using AI for weapons or surveillance

The pledge had been in place since 2018.

Mashable By Amanda Yeo  on February 5, 2025

Google has quietly deleted its pledge not to use AI for weapons or surveillance, a promise that had been in place since 2018.

First spotted by Bloomberg, Google has updated its AI Principles to remove an entire section on artificial intelligence applications it pledged not to pursue. Significantly, Google’s policy had previously stated that it would not design nor deploy AI technology for use in weapons, or in surveillance technology which violates “internationally accepted norms.”

Now it seems that such use cases might not be entirely off the table.

“There’s a global competition taking place for AI leadership within an increasingly complex geopolitical landscape,” read Google’s blog post on Tuesday. “We believe democracies should lead in AI development, guided by core values like freedom, equality, and respect for human rights. And we believe that companies, governments, and organizations sharing these values should work together to create AI that protects people, promotes global growth, and supports national security.”

While Google’s post did concern its AI Principles update, it did not explicitly mention the deletion of its prohibition on AI weapons or surveillance. ……………………..

Google first published its AI Principles in 2018, following significant employee protests against its work with the U.S. Department of Defense. (The company had already infamously removed “don’t be evil” from its Code of Conduct that same year.) Project Maven aimed to use AI to improve weapon targeting systems, interpreting video information to increase military drones’ accuracy. 

In an open letter that April, thousands of employees expressed a belief that “Google should not be in the business of war,” and requested that the company “draft, publicize and enforce a clear policy stating that neither Google nor its contractors will ever build warfare technology.”

The company’s AI Principles were the result, with Google ultimately not renewing its contract with the Pentagon in 2019. However, it looks as though the tech giant’s attitude toward AI weapons technology may now be changing.

Google’s new attitude toward AI weapons could be an effort to keep up with competitors. Last January, OpenAI amended its own policy to remove a ban on “activity that has high risk of physical harm,” including “weapons development” and “military and warfare.” In a statement to Mashable at the time, an OpenAI spokesperson clarified that this change was to provide clarity concerning “national security use cases.”

“It was not clear whether these beneficial use cases would have been allowed under ‘military’ in our previous policies,” said the spokesperson……………

Now Google’s revised policy has consolidated this list to just three principles, merely stating that its approach to AI is grounded in “bold innovation,” “responsible development and deployment,” and “collaborative process, together.” The company does specify that this includes adhering to “widely accepted principles of international law and human rights.” Still, any mention of weapons or surveillance is now conspicuously absent.  https://mashable.com/article/google-ai-weapons-surveillance-policy

February 6, 2025 Posted by | technology, USA | Leave a comment

OpenAI Strikes Deal With US Government to Use Its AI for Nuclear Weapon Security

31 Jan24, https://futurism.com/openai-signs-deal-us-government-nuclear-weapon-security

Wait, isn’t this the plot to the “Terminator” movies?

“There was a nuclear war,” a character explains. “Defense network computers. New… powerful… hooked into everything, trusted to run it all. They say it got smart, a new order of intelligence. Then it saw all people as a threat, not just the ones on the other side. Decided our fate in a microsecond: extermination.”

It seems like either the execs at OpenAI have never seen it or they’re working overtime to make that premise a reality.

Don’t believe us? OpenAI has announced that the US National Laboratories will use its deeply flawed AI models to help with a “comprehensive program in nuclear security.”

As CNBC reports, up to 15,000 scientists working at the institutions will get access to OpenAI’s latest o1 series of AI models — the ones that Chinese startup DeepSeek embarrassed on the world stage earlier this month.

According to OpenAI CEO Sam Altman, who announced the partnership at an event in Washington, DC, the tech will be “focused on reducing the risk of nuclear war and securing nuclear materials and weapons worldwide,” as quoted by CNBC.

If any alarm bells are ringing by this point, you’re not alone. We’ve seen plenty of instances of OpenAI’s AI models leaking sensitive user data and hallucinating false claims with abandon.

OpenAI’s been making a huge push into government. Earlier this week, the Sam Altman-led company released ChatGPT Gov, a platform specifically designed for US government use that focuses on security.

But whether the company can deliver on some sky-high expectations — while also ensuring that its frequently lying AI chatbots won’t leak the nuclear codes or trigger the next nuclear war — is anyone’s guess.

The news comes after the Wall Street Journal reported that OpenAI is in early talks for a new round of funding that would value it at a gargantuan $340 billion, double its previous valuation last year.

Altman has also fully embraced president Donald Trump, gifting him $1 million for his inauguration and claiming that he had “really changed my perspective on him” after trashing him in years past.

OpenAI also signed onto Trump’s $500 billion AI infrastructure deal, dubbed Stargate, with the plan of contributing tens of billions of dollars within the next year.

Whether the company’s o1 reasoning models will prove useful in any meaningful way to the researchers at the US National Laboratories remains to be seen.

But given the widespread dismantling of regulations under the Trump administration, it also feels like an unbelievably precarious moment to be handing over any amount of control over nuclear weapons to a busted AI system.

February 6, 2025 Posted by | technology, USA, weapons and war | Leave a comment

AI’s Energy Demands Threaten a Nuclear Waste Nightmare

Reviving nuclear power plants to power AI threatens an avalanche of nuclear waste

By Michael Riordan ,  https://www.scientificamerican.com/article/ais-energy-demands-threaten-a-nuclear-waste-nightmare/ January 31, 2025

Long in decline, the U.S. nuclear industry is hoping for resurrection at two sites of its greatest failures: Three Mile Island in Pennsylvania and the Hanford Site in Washington state. Nuclear power, the industry claims, will help satisfy the surging power demands from data centers and the growing AI economy. But such a wrong turn ignores the long-unresolved problems of radioactive nuclear wastes that AI cannot wish away.

In September Constellation Energy announced plans to restart a shuttered reactor at Three Mile Island, prodded by Microsoft, which will need many gigawatts of power to perform extensive AI calculations in its expanding fleet of data centers. Amazon followed suit and announced in November that it will invest $334 million to develop small modular nuclear reactors (SMRs) at Hanford, site of the world’s first plutonium-production facility.

Google and Meta are also hoping to bring nuclear power back. In October 2024 Google announced it eventually plans to purchase 500 megawatts of electricity from Kairos Power, which is developing a novel SMR in Oak Ridge, Tenn., on the site of the national lab that long refined uranium for the nuclear industry. And Facebook parent Meta is seeking bids for nuclear power plants for its data centers.

These tech giants recognize that the next generation of microprocessors to be used for AI calculations at data centers will require oodles of electricity to power and cool them. A single Nvidia Blackwell chip, for example, can draw up to two kilowatts, more than what is needed for a typical house. Cram thousands of them in servers inside a data center, and they will need as much power as a small city.

So-called hyperscale data centers require over 100 megawatts (100 MW)—a sizeable fraction of the output of a major power plant. And that power should be cheap, steady and reliable.

An authoritative December 2024 report from the U.S. Department of Energy, written by energy experts at the Lawrence Berkeley National Laboratory, is especially illuminating. The growth in U.S. data-center energy usage over the next five years, they state, would correspond “to a total power demand for data centers between 74 and 132 [gigawatts].” That would represent some 7 to 12 percent of the U.S. electricity consumption forecast for 2028.

Where on Earth is all this power going to come from? Given the challenges electric utilities face in supplying electricity to meet other growing needs, including electric vehicles, it’s small wonder that big tech has turned back to the atomic nucleus. But the power demands outlined in the DOE report would require building or resurrecting the equivalent of at least 40 Three Mile Island reactors over the next five years. That’s impossible.

Several years ago Amazon, Google, Meta and Microsoft promised not to exacerbate atmospheric carbon-dioxide levels. But that laudable goal is becoming increasingly difficult to achieve, given their data centers’ exploding electricity consumption. So they have instead begun touting a return to nuclear power to avert this thorny problem. That’s a huge mistake.

Nuclear power is indeed a source of carbon-emission-free energy, but it is hardly a clean energy source, and it is definitely not renewable. All along the uranium supply chain—from mining to enrichment to the fabrication of fuel rods or pellets—opportunities abound for radioactive releases. In South Texas, for example, landowners worry about contamination of their groundwater by renewed uranium mining activities nearby.

The diagram below illustrates carbon emissions – but the same picture applies also to radioactive emissions

Since 1989, the DOE has spent hundreds of billions of taxpayer dollars cleaning up the original nuclear complex—including the gargantuan Oak Ridge factory that enriched much of the uranium used for commercial nuclear power. And despite decades of trying, the department has yet to fully clean up and dismantle the oozing, disintegrating tanks of highly radioactive wastes left over from plutonium processing at Hanford.

The storage and containment of spent nuclear fuel is in fact the crucial unresolved challenge of the U.S. nuclear industry. Over 90,000 tons of these wastes are stored at 77 sites in 35 states—an amount increasing by over 2,000 tons a year.

Small modular reactors, promoted by Microsoft co-founder Bill Gates and others, will only add to this growing burden. As former U.S. Nuclear Regulatory Commission (NRC) chair Allison Macfarlane and Rodney C. Ewing of Stanford University stated, “In some cases these new reactors may make it worse by creating more waste that’s more costly to manage, new kinds of complex waste, or just more waste, period.”

Elsewhere, Macfarlane stressed the procedural and practical difficulties faced by novel nuclear reactor technologies in gaining NRC acceptance and achieving commercial success. Shortly after it had received NRC certification in 2023, for example, the much-touted NuScale SMR project was abandoned after anticipated construction costs more than doubled to $9.3 billion. Leaving aside the waste problem, a commercially successful SMR design is probably over a decade away.

But the relentless AI gold rush, if left unchecked, will impose unattainable demands on projected power supplies well before that. Meanwhile, electricity rates will rise inexorably in light of the law of supply and demand. That looming energy crisis explains big tech’s efforts to slow shutdowns of fossil-fueled power plants and to resurrect shuttered reactors.

Amazon, Google, Meta and Microsoft executives should instead take a deep breath and begin reevaluating their options. Do they really need to build and upgrade data centers at such a breakneck pace? Or is this devil-take-the-hindmost AI arms race just the result of bitter competition, prodded by recent advances in semiconductor technology?

And what about the truly clean, renewable energy sources they once embraced—especially solar, wind and geothermal? Yes, the variability of solar and wind energy makes them a poor match to the steady power requirements of data centers. But energy storage has come a long way recently and has a promising future. And the recent startling success of the Chinese DeepSeek AI program demonstrates that software efficiency will play an important role in this effort.

Given the dark clouds still lingering over nuclear power, especially its unresolved waste problem, these renewable alternatives deserve renewed consideration.

February 5, 2025 Posted by | technology, wastes | Leave a comment

China AI startup rattles US new nukes plan

January 30, 2025,  https://beyondnuclear.org/china-ai-startup-rattles-us-new-nuke-plan/

Innovative computer modelling with AI doesn’t need the most expensive and dangerous energy from nukes

The much touted second-coming of a “nuclear renaissance” in the United States fueled by the projected soaring global demand to power artificial intelligence (AI) just got a major setback with the surprise January 20, 2025 overnight emergence of an apparently more competitive and efficient Chinese AI startup company, DeepSeek. The US stock market plummeted for the S&P 500 nuclear power companies that have been financially scaling up as the most reliable 24/7 electricity supply for a massive expansion of energy intensive data centers. China’s surprise rollout of DeepSeek and sudden rise to international acclaim at the start of 2025 has seriously disrupted the US claim to global dominance in cloud computing, networking and data storage services powered by extravagantly expensive atomic energy.

US-based AI technology firms, including Nvidia, which lost nearly $600 billion in the January 27th record breaking single day’s largest stock selloff, have led the way in rebranding nuclear power as the preferred choice as the 24/7 power supplier for a massive AI surge. The sudden emergence of DeepSeek, only two months in the making, is being compared to a “sputnik moment” for the US AI market, referencing the former Soviet Union’s launch of the first artificial satellite into orbit in 1959 that triggered a US technological panic and launched America into a “space race” with Russia. DeepSeek has just as suddenly now laid claim to competitively take the technological lead to advance mere computer modelling to an innovative era of computer reasoning.

Starting in 2023 and swelling in 2024, there was sort of a “gold rush” of fast money that sprang up to finance AI deals with new reactor licensing and construction of still unproven Small Modular Reactor (SMR) designs as well as repowering uneconomical, permanently closed reactors like Three Mile Island Unit 1. The Big Tech corporate promotion was primarily driven by the leading hyperscalers including GoogleAmazonMicroSoftMeta Platforms (aka Facebook) and Oracle. A series of deals have since been cut with the established S&P 500 nuclear corporations led by Constellation EnergyVistra, and the usual suspects of nuclear start-ups including Oklo PowerNuScaleTalen Energy Corp and TerraPower.

However, like a bolt from the blue, the US nuclear industry has been rattled on the stock market.  The S&P 500 nuclear power giants Constellation Energy (CEG) and Vistra (VST) are under scrutiny as international energy analysts reevaluate the energy needs of AI data centers along with that same host of nuclear power start-ups.

February 1, 2025 Posted by | business and costs, China, ENERGY, technology | Leave a comment

Do AI and Nukes Mix? Hint: Keep ‘Human Decision in the Loop’

By: Andrew Rice, Jan 31, 2025,  https://www.meritalk.com/articles/do-ai-and-nukes-mix-hint-keep-human-decision-in-the-loop/

Federal agencies across the government are increasingly adapting new uses of artificial intelligence to streamline processes, aggregate data, and even complete tasks designed for human resources staff. And while some have openly embraced AI and its uses, others still don’t believe it can be trusted for operations in nuclear controls.

The Department of Defense in its 2022 Nuclear Posture Review outlined efforts to implement AI with department data and software. Since then, AI has rapidly developed and brought along with that many questions about its future use.

In October, U.S. Strategic Command General Anthony Cotton said implementing AI in Nuclear Command, Controls and Communications (NC3) helps to make those more resilient to adversarial threats and increases decision making capabilities.

“Advanced AI and robust data analytics capabilities provide decision advantage and improve our deterrence posture,” Cotton said, adding that NC3 must maintain “human decision in the loop” to “maximize the adoption of these capabilities and maintain our edge over our adversaries.”

Cotton’s comments have prompted much discussion about AI’s role in nuclear command and controls. The Center for Strategic and International Studies hosted a debate on AI’s role in nuclear command and controls on Jan. 24 as part of its Project on Nuclear Issues (PONI) debate series.

Sarah Mineiro, senior associate at the Aerospace Security Project, and Paul Scharre, executive vice president and director of studies at the Center for a New American Security, debated the question: “Should the United States increase its reliance on artificial intelligence to enhance resilient decision-making in its NC3 systems to prevent inadvertent escalation?”

Mineiro argued for increased reliance on AI except for its use in nuclear weapons deployment whereas Scharre argued against all uses of AI in nuclear command and controls.

Mineiro pointed to the various use cases of AI in NC3 including designing and engineering CPUs and GPUs, image and signal processing, nuclear attack assessment algorithms, and modeling nuclear weapons use scenarios. She said she would never want AI to be involved in nuclear weapons deployment.

“I think we need everything, every tool that American innovation can give us to preserve our security,” she said. “I think AI in NC3 is an appropriate use.”

Scharre said AI cannot be trusted in nuclear command controls because it lacks the novelty of human judgment, it can be hacked or manipulated, and it cannot handle zero tolerance mistake policies.

“It will degrade our decision making, make the risk of inadvertent installation more likely, and undermine nuclear stability,” Scharre said.

Scharre continued and pointed out that AI can be used in tasks which are more repeatable – such as taking off or landing an airplane – but cannot be trusted in nuclear command and controls scenarios.

“We never want a situation where there is an accidental or unauthorized use, and there is just no way AI is good enough to meet that correction,” Scharre said.

Mineiro agreed with Scharre that zero risk tolerance within nuclear command and controls should be kept in place. She pointed out, however, the various other operations AI can be reliably used for which do not include nuclear weapons release.

Mineiro said she is “optimistic” about the Pentagon’s ability to balance integrating emerging technology to boost the American economy and national security while also strictly adhering to nuclear peace agreements.

“I’m a relatively risk tolerant person,” Mineiro said. “The one area I will never choose to accept risk is nuclear command and control.”

The two debaters ultimately came to agree that safeguards must be implemented when integrating AI into NC3 because AI cannot replace human thinking, as much as it may appear to do so.

“Even if the outputs sort of look like humans, that’s what it’s designed to do,” Scharre said. “What’s going on under the hood is not and that’s what we need to be conscious of when we’re using this technology.”

February 1, 2025 Posted by | technology, weapons and war | Leave a comment

Drones, Nukes, and the Myth of Reactor Safety

The advent of drone warfare has taken the always-present danger of nuclear power plant catastrophe to a terrifying new level.

by Harvey Wasserman , January 29, 2025  https://progressive.org/latest/drones-nukes-and-the-myth-of-reactor-safety-wasserman-20250129/

Recent events on the Ukraine-Russia war front have drawn widespread attention to a terrifying new reality: According to a dispatch from C.J. Chivers published by The New York Times Magazine in December, remote drone operators can now overcome virtually any defensive barrier or evasive maneuver, fundamentally altering the nature of warfare between the two countries and raising new concerns about nuclear reactor safety in the region.

From safe bunkers that are sometimes as far as miles away, Ukrainian operators have begun sending small unmanned devices that cost as little as US $400 to destroy tanks and heavy artillery pieces worth millions. While militaries have traditionally relied on larger, “purpose-built” drones in the past, fighters in Ukraine have recently turned to small, relatively inexpensive hobbyist drones used around the world for everything from firefighting to aerial photography. Many of the drone operators are young and not extensively trained. But their work has allowed the vastly outnumbered Ukrainian fighters to overcome highly complex, sophisticated defensive barriers, and inflict brutal, lethal, and enormously expensive damage with shocking ease.

This new turn in weaponized drone use bears startling implications in relation to nuclear reactor safety. There are eight atomic power plants in the Russo-Ukrainian war zone—six at the Zaporizhzhia site in Ukraine, and two at Kursk in Russia—whose security is continually threatened by the ongoing conflict and by a lack of skilled, reliable operators in the area. If severely damaged, deprived of cooling water, or cut off from back-up power supplies, any one of these plants could melt or explode. Such an event could blanket large swaths of the planet and many of Europe and Asia’s largest cities with deadly radiation, inflicting tremendous human suffering as well as permanent ecological devastation. The damage could exceed that of the 1986 explosion at Chernobyl Unit Four, which contained significantly less core radiation than at Zaporizhzhia and Kursk, both of which have operated far longer.

Reactor containment domes are often constructed with thick, reinforced concrete. But they are far from invulnerable. The routes to major catastrophe—from loss of coolant and back-up power to operator error and structural defects—are too numerous to delineate or discount. A combination of these risks plagues each of the more than 400 nuclear power plants licensed worldwide, including the more than ninety in the United States.

Another recent Times report warns that weaponized drones have become part of a “hybrid” global conflict operating in an amorphous “Gray Zone.” The ability of these drones to wreak lethal and exorbitantly expensive havoc is virtually unlimited. With easily deployed drones like those now ravaging Eastern Europe, hostile nations, rogue armies, small terror groups, or even a lone psychopath could handily turn any number of commercial reactors into lethal engines of a radioactive apocalypse.

Atomic technology has been in civilian use since the 1957 opening of Pennsylvania’s Shippingport reactor. The U.S. Congress at the time promised the public that the “Peaceful Atom” would have comprehensive liability insurance within fifteen years. But nearly seven decades later, no commercial U.S. atomic power plant has blanket private accident insurance against a major catastrophe. Homeowners policies nationwide specifically exempt a nuclear disaster: When push comes to shove, homeowners will pay for their own irradiation. 

All atomic power plants cause environmental damage on both the local and global level. They emit radioactive Carbon-14, expand global CO2 levels in the mining and fuel fabrication process, burn at 540-plus degrees Fahrenheit that heats the atmosphere and nearby bodies of water, bathe their neighborhoods in “low level” radiation, and create unmanageable wastes. What’s more, they cost far more than renewables by factors of 2 to 400 percent, while producing inflexible “baseload” power that clogs the grid.  

Atomic power plants have always been vulnerable to explosion due to natural disasters such as the one at Fukushima in 2011, systemic mismanagement such as that at Chernobyl, or military and terror attacks. The advent of drone warfare in addition to all of this has raised the threat level to a terrifying new height. But in spite of this, Congress approved a forty-year extension of the original federal insurance exemption in 2024. This means that by the 2060s, the industry may have operated an entire century without ever obtaining the basic private insurance necessary to protect the public from a major radiation release.

A new level of terror is now being inflicted in the Ukraine-Russian war zone by drones once considered to be harmless, frivolous techno-gadgets. The nuclear industry’s insistence that we have nothing to fear from military or terror attacks on its uninsured fleet has lost any residual credibility. Given the horrific new reality of drone warfare, generating hyper-expensive radioactive power and waste from hot, dirty, decrepit reactors is less defensible than ever.

January 31, 2025 Posted by | safety, technology, weapons and war | Leave a comment

DeepSeek: how a small Chinese AI company is shaking up US tech heavyweights.

DeepSeek’s models and techniques have been released under the free MIT License, which means anyone can download and modify them.

https://www.sydney.edu.au/news-opinion/news/2025/01/29/deepseek-ai-china-us-tech.html January 28, 2025 

Chinese artificial intelligence (AI) company DeepSeek has sent shockwaves through the tech community, with the release of extremely efficient AI models that can compete with cutting-edge products from US companies such as OpenAI and Anthropic.

Founded in 2023, DeepSeek has achieved its results with a fraction of the cash and computing power of its competitors.

DeepSeek’s “reasoning” R1 model, released last week, provoked excitement among researchers, shock among investors, and responses from AI heavyweights. The company followed up on January 28 with a model that can work with images as well as text.

What DeepSeek did

In December, DeepSeek released its V3 model. This is a very powerful “standard” large language model that performs at a similar level to OpenAI’s GPT-4o and Anthropic’s Claude 3.5.

While these models are prone to errors and sometimes make up their own facts, they can carry out tasks such as answering questions, writing essays and generating computer code. On some tests of problem-solving and mathematical reasoning, they score better than the average human.

V3 was trained at a reported cost of about US$5.58 million. This is dramatically cheaper than GPT-4, for example, which cost more than US$100 million to develop.

DeepSeek also claims to have trained V3 using around 2,000 specialised computer chips, specifically H800 GPUs made by NVIDIA. This is again much fewer than other companies, which may have used up to 16,000 of the more powerful H100 chips.

On January 20, DeepSeek released another model, called R1. This is a so-called “reasoning” model, which tries to work through complex problems step by step. These models seem to be better at many tasks that require context and have multiple interrelated parts, such as reading comprehension and strategic planning.

The R1 model is a tweaked version of V3, modified with a technique called reinforcement learning. R1 appears to work at a similar level to OpenAI’s o1, released last year.

DeepSeek also used the same technique to make “reasoning” versions of small open-source models that can run on home computers.

This release has sparked a huge surge of interest in DeepSeek, driving up the popularity of its V3-powered chatbot app and triggering a massive price crash in tech stocks as investors re-evaluate the AI industry. At the time of writing, chipmaker NVIDIA has lost around US$600 billion in value.

How DeepSeek did it

DeepSeek’s breakthroughs have been in achieving greater efficiency: getting good results with fewer resources. In particular, DeepSeek’s developers have pioneered two techniques that may be adopted by AI researchers more broadly.

The first has to do with a mathematical idea called “sparsity”. AI models have a lot of parameters that determine their responses to inputs (V3 has around 671 billion), but only a small fraction of these parameters is used for any given input.

However, predicting which parameters will be needed isn’t easy. DeepSeek used a new technique to do this, and then trained only those parameters. As a result, its models needed far less training than a conventional approach.

The other trick has to do with how V3 stores information in computer memory. DeepSeek has found a clever way to compress the relevant data, so it is easier to store and access quickly.

What it means

DeepSeek’s models and techniques have been released under the free MIT License, which means anyone can download and modify them.

While this may be bad news for some AI companies – whose profits might be eroded by the existence of freely available, powerful models – it is great news for the broader AI research community.

At present, a lot of AI research requires access to enormous amounts of computing resources. Researchers like myself who are based at universities (or anywhere except large tech companies) have had limited ability to carry out tests and experiments.

More efficient models and techniques change the situation. Experimentation and development may now be significantly easier for us.

For consumers, access to AI may also become cheaper. More AI models may be run on users’ own devices, such as laptops or phones, rather than running “in the cloud” for a subscription fee.

For researchers who already have a lot of resources, more efficiency may have less of an effect. It is unclear whether DeepSeek’s approach will help to make models with better performance overall, or simply models that are more efficient.

January 31, 2025 Posted by | China, technology | Leave a comment

NuScale Power Corporation (SMR) Stock Plunges 25% Amid DeepSeek AI Concerns and Reevaluation of AI-Driven Energy Demand

Yahoo! Finance, Ghazal Ahmed, Thu, January 30, 2025 

We recently published an article titled These 29 AI Electricity, Infrastructure Stocks Are Crashing Due to DeepSeek News. In this article, we are going to take a look at where NuScale Power Corporation (NYSE:SMR) stands against the other AI stocks.

Investors are pulling back from the artificial intelligence trade. Previously, a report by the Lawrence Berkeley National Laboratory highlighted that US data centers are expected to use 6.7% to 12% of all power by 2028. However, one artificial intelligence startup has upended these estimates, leaving investors wondering whether the anticipated surge in power demand and data center expansion still holds.

Energy, infrastructure, and real-estate stocks were tanking on Monday, even though they were known to be less crowded alternatives to stocks such as Nvidia. Monday’s broad-market selloff has revealed how a vast number of energy-related companies have been banking on the AI boom and the anticipated power surge it was expected to bring.

DeepSeek, an artificial intelligence startup from China, caused a frenzy in the AI world after launching its latest AI models. The company claims that these models built are at par or better than industry-leading models in the United States. They require fewer chips and are made at a fraction of the cost. All of these updates are now threatening to upset the technology world. Once the best-performing securities over the past 18 months, US electricity providers are now one of the hardest hit sectors with investors reevaluating their outlooks toward artificial intelligence and the magnitude of money that they are spending………………………………….

DeepSeek AI is also threatening the dominance of current leaders in the artificial intelligence world. This could potentially slow down the deployment of their data centers. However, an energy economist at the University of Houston noted that the wider adoption of AI could be positive news…………………………………………………………

NuScale Power Corporation (NYSE:SMR)

Number of Hedge Fund Holders: 18

Share Price Decline: (25.02%)

NuScale Power Corporation (NYSE:SMR) designs and markets small modular reactors (SMRs). Another stock heavily tied to the AI world, Corvallis-based NuScale has previously benefited from the idea that AI-driven electricity demand increases could boost its small modular reactor business. Now that Wall Street is reevaluating the energy requirements of AI, energy and related utilities stocks have been tanking. In particular, NuScale saw its shares plunge by 25% following the news regarding DeepSeek. Not only do DeepSeek’s AI models use less computing power and chips, but the model released is also open-source. This move has made it harder for competitors to justify the huge costs that they have been spending on hardware, software, and expertise needed to develop similar systems…………….https://finance.yahoo.com/news/nuscale-power-corporation-smr-stock-015431414.html

January 31, 2025 Posted by | business and costs, Small Modular Nuclear Reactors | Leave a comment

Nuke Mars, Elon? Not with your Outer Space Treaty

27th January 2025,
https://www.nuclearpolicy.info/news/nuke-mars-elon-not-with-your-outer-space-treaty/

The CEO of Tesla Motors and space entrepreneur Elon Musk may not be celebrating today’s 58th anniversary of the Outer Space Treaty because it stands between him and his ambition to ‘Nuke Mars’.

In September 2015, the eccentric billionaire first spoke on US chat show The Late Show with Stephen Colbert of ‘nuking Mars’. In later interviews later that year, Mr Musk described exploding nuclear weapons over the Martian poles every few seconds to create two pulsing ‘suns’ that would warm up the surface as a prelude to his plan to initiate human colonization of the Red Planet.

Mr Musk appeared to marginalise the ethics, excusing the exercise as the explosions would take place “above the planet, not on the planet” – the atomic bomb explosions in Japan were also airbursts – and, of the challenge of establishing fusion weapons in orbit above the surface and then sequentially exploding them, he said: “Yeah absolutely no problem.”

Clearly at that time Mr Musk was unaware, or dismissive, of the Outer Space Treaty – or Treaty on Principles Governing the Activities of States in the Exploration and Use of Outer Space, including the Moon and Other Celestial Bodies – which first opened for signature on 27 January 1967 and became effective on the 10 October of that year. 115 states parties have signed the treaty, including all space-faring nations.

Intended to annul fears that, in the missile age, space could become yet another contested battleground and a further location in which to station weapons of mass destruction, the treaty contains several key provisions, specifically the prohibition of nuclear weapons in space, limiting the use of the moon and other celestial bodies to peaceful purposes, and banning military bases, testing weapons or conducting military manoeuvres on such bodies.

Clearly then deploying and using nuclear weapons in space is prohibited under international law, and Mr Musk being an Earth-bound US citizen is subject to the laws and obligations applicable to the United States.

Whether the treaty would prevent Mr Musk establishing a ‘colony’ is debatable, even if in name only. The treaty provides for space and any celestial body to be freely explored and used by all nations, but on whether he could claim hegemony the treaty is moot for it only precludes nations from claiming sovereignty over space and celestial bodies, not individuals.

Clearly at the time the idea of a powerful individual in the future becoming sole ruler of an entire planet was regarded as inconceivable, which seems a little bizarre when many of the legislators would have been brought up on a cinematic diet of Flash Gordon with the Emperor Ming and Dan Dare with the Mekon.

Unsurprisingly in 2015, Mr Musk’s pronouncements led to him being branded a ‘Bond villain’ in certain quarters, but he was clearly comfortable with it as he took to wearing a tee shirt specifying his ambition. Now with his recent ‘elevation’ to become President Trump’s special advisor on government efficiency and, seemingly, space, his ambition may be one step closer to becoming reality for in President Trump, he has found an ally reported to have also advocated for using nuclear weapons to overcome geographical challenges.

In August 2019, the news website Axios wrote that Trump had asked his top national security officials to “consider using nuclear bombs to weaken or destroy hurricanes.” Axios alleged that in a briefing on hurricanes, the 45th President postulated: “[Hurricanes] start forming off the coast of Africa, as they’re moving across the Atlantic, we drop a bomb inside the eye of the hurricane, and it disrupts it. Why can’t we do that?” It was reported that attendees were astonished, but the President later claimed it to be ‘Fake News.’

Who knows? But with an office holder restored to the White House with little regard for international institutions and with a reputation for making outrageous utterances, counselled by an advisor with a proclaimed desire to conquer space and nuke and colonise planets, the Nuclear Free Local Authorities would not be surprised if US diplomats are instructed to seek amendments to the treaty to enable Mr Musk’s ambitions to made legal, even if, for now, they remain impractical.

January 30, 2025 Posted by | space travel | Leave a comment