> FWIW, I'm not really optimistic that the bubble lasts long enough to even get these plants off the planning stage, though.
I don't really expect the current LLM bubble to last long enough to stand up new nuclear plants, though I don't expect that to actually stop the new energy projects unless the bubble popping has a massive economic impact.
Power plants are slow moving projects. Even if LLMs as they are don't live up to expectations they have seemed to open the door for the idea that amazing things are coming and we need to make sure the energy supply is ready for it.
>I don't expect that to actually stop the new energy projects unless the bubble popping has a massive economic impact.
I can see it going either way. It really depends on how the economy moves this decade, and I feel we're very much at an inflection point as of now. I won't even pretend to guess how 2025-6 will go at this point.