Stranded Power and SMRs are Dual Solutions to AI Power Demands

 

As the AI computing industry evolves, addressing the massive power demands required for advanced applications becomes increasingly critical. The rapid growth of AI technologies, particularly those requiring extensive computational resources like training and inference, has led to unprecedented power consumption levels. This surge in demand poses significant challenges, especially in regions where power supply is already stretched thin. As industries and cloud services compete for the limited available power, finding efficient and sustainable solutions becomes a top priority. Emerging technologies and innovative approaches are essential to bridge the gap between current capabilities and future requirements.

Wes Cummins, the CEO at Applied Digital in a discussion with David Liggitt, Founder of datacenterHawk, delves into the strategies to meet power demands for AI applications, focusing on both near and long-term solutions. Near-term solutions include utilizing stranded or available power sources for high-latency applications like training and batch inference. However, cloud regions with limited power availability, such as Virginia and Santa Clara, present significant challenges. Long-term solutions emphasize the need for new power generation methods, with particular interest in innovative options like small modular nuclear reactors (SMRs). This comprehensive discussion highlights the urgent need for sustainable power solutions to support the growing AI computing industry.

Recent Episodes

Generative AI has moved past being a shiny demo and into the messy reality of enterprise operations—where data lives in different systems, customers expect instant answers, and security teams (rightfully) say “prove it.” In energy services specifically, even small efficiency gains matter: many retail energy providers operate on thin margins, and operational blind spots—billing…

Energy billing is one of those things most people only think about when something goes wrong—an unusually high charge, a missing bill, a surprise shutoff notice, or a rate plan that suddenly doesn’t make sense. With smart meters, more complex pricing options, and different rules in regulated vs. deregulated markets, even a small breakdown…

CG Infinity’s Salesforce Practice is built on deep, day-to-day engagement with the organizations it serves. Rather than operating as an external vendor, the team embeds itself with clients—working closely, consistently, and collaboratively—so decisions are informed by real context, trust, and shared accountability. This approach ensures Salesforce solutions are shaped not just by requirements, but…