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by credit_guy 289 days ago
Sure. But this is why what Microsoft did here was just a hedge. It did not cost them much (if anything at all) to become a member of the World Nuclear Association. If the SMRs become reality a few years down the road, and if the demand for datacenters increases significantly because of the increased use of LLMs, then they stand to benefit a lot. If either of this does not pan out, then what's the risk for Microsoft?