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extract: 2026-03-28-mintz-nuclear-renaissance-tech-demand-smrs
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Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
2026-03-28 06:20:59 +00:00
..
_map.md
auto-fix: strip 33 broken wiki links
2026-03-20 16:58:41 +00:00
AI compute demand is creating a terrestrial power crisis with 140 GW of new data center load against grid infrastructure already projected to fall 6 GW short by 2027.md
extract: 2026-03-28-mintz-nuclear-renaissance-tech-demand-smrs
2026-03-28 06:20:59 +00:00
AI datacenter power demand creates a 5-10 year infrastructure lag because grid construction and interconnection cannot match the pace of chip design cycles.md
extract: 2026-03-28-mintz-nuclear-renaissance-tech-demand-smrs
2026-03-28 06:20:59 +00:00
arctic and nuclear-powered data centers solve the same power and cooling constraints as orbital compute without launch costs radiation or bandwidth limitations.md
astra: batch 9 — 11 governance, energy & market structure claims (FINAL)
2026-03-27 13:16:03 +00:00
Commonwealth Fusion Systems is the best-capitalized private fusion company with 2.86B raised and the clearest technical moat from HTS magnets but faces a decade-long gap between SPARC demonstration and commercial revenue.md
auto-fix: strip 23 broken wiki links
2026-03-23 16:58:44 +00:00
fusion contributing meaningfully to global electricity is a 2040s event at the earliest because 2026-2030 demonstrations must succeed before capital flows to pilot plants that take another decade to build.md
auto-fix: strip 23 broken wiki links
2026-03-23 16:58:44 +00:00
fusions attractor state is 5-15 percent of global generation by 2055 as firm dispatchable complement to renewables not as baseload replacement for fission.md
auto-fix: strip 23 broken wiki links
2026-03-23 16:58:44 +00:00
high-temperature superconducting magnets collapse tokamak economics because magnetic confinement scales as B to the fourth power making compact fusion devices viable for the first time.md
auto-fix: strip 23 broken wiki links
2026-03-23 16:58:44 +00:00
plasma-facing materials science is the binding constraint on commercial fusion because no facility exists to test materials under fusion-relevant neutron bombardment for the years needed to qualify them.md
auto-fix: strip 23 broken wiki links
2026-03-23 16:58:44 +00:00
the gap between scientific breakeven and engineering breakeven is the central deception in fusion hype because wall-plug efficiency turns Q of 1 into net energy loss.md
auto-fix: strip 23 broken wiki links
2026-03-23 16:58:44 +00:00
tritium self-sufficiency is undemonstrated and may constrain fusion fleet expansion because global supply is 25 kg decaying at 5 percent annually while each plant consumes 55 kg per year.md
astra: batch 9 — 11 governance, energy & market structure claims (FINAL)
2026-03-27 13:16:03 +00:00