Nuclear power is reliable 24/7 while wind and solar are not and handling this costs money. Microsoft has said that they have more GPUs than electricity to run them so even at $110/MWh it makes sense for them.
I don't know where this '24/7' stuff comes from; they have maintenance outages like anything else. Refueling takes months every couple years, so you're going to have to "handle this" even with nuclear.
"they have maintenance outages like anything else"
not often and most importantly they are PREDICTABLE. You do understand why being able to control when a power plant is operating is a very important thing, right?
The point here being that every single datacenter that's running off nuclear also has a natural gas pipeline running to it or else a massive propane infrastructure because nuclear alone can't get the job done. If your 'clean energy' solution requires a gas pipe, you're misrepresenting its ability to drive the datacenter.
i thought the conversation was regarding utilization of capital, in which case 80% is 80%, predictability doesnt change the fact you have to let GPUs sit idle 20% of the time.
I guess if I knew there would be two months with less power I might design my data center to fit into 40 foot containers so I could deploy wherever power and latency are cheapest
As for France's capacity factor, that has a lot to do with the presence of intermittents on the continental grid, combined with the EU's Renewable Energy Directive making France liable to pay fines if they use nuclear power in preference to wind/solar.
That is just plain incompetence. These are recent US nuclear capacity factors
2023: 93.0%
2022: 92.1%
2021: 92.7%
2020: 92.5%
Nuclear has the highest capacity factor of any other energy source—producing reliable and secure power more than 92% of the time in 2024. That’s nearly twice as much as a coal (42.36%) or natural gas (59.9%) plant that are used more flexibly to meet changing grid demands and almost 3 times more often than wind (34.3%) and solar (23.4%) plants
Nuclear power plants had a 8% share of the total U.S. generation capacity in 2023 but actually produced 18% of the country’s electricity due to its high capacity factor.