No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Sunday, October 5, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Markets

China’s Secret Project Could Reshape the AI Race

by TheAdviserMagazine
4 weeks ago
in Markets
Reading Time: 5 mins read
A A
China’s Secret Project Could Reshape the AI Race
Share on FacebookShare on TwitterShare on LInkedIn


At the end of July, China confirmed a “secret” project that could change the course of the AI race.

On paper, it looks like just another industrial project in Beijing’s long list of megaprojects.

But this one is different.

In fact, it might be the most important machine China has ever built.

It’s called the CFR-1000.

The CFR-1000 is a fast neutron nuclear reactor cooled by liquid sodium, which makes it more efficient and more powerful than today’s reactors. But what’s even more exciting for the future of nuclear energy is that this reactor can recycle spent fuel, creating more energy from the same material.

Think of it like a power source that recharges itself while it’s being used.

The CFR-1000 can “breed” new fuel from its own nuclear waste, which allows it to stretch every ounce of fuel further than today’s reactors can manage.

This groundbreaking nuclear reactor could come online soon after 2030. And once that happens, it could provide enough power to support one million homes.

Or it could do something even more consequential for China’s AI ambitions…

It could provide the nonstop electricity needed to run the massive AI data centers that are shaping the future of economic power.

In other words, nuclear energy might become the ultimate power source for artificial intelligence.

And China is working furiously to make sure its power source comes online first.

The New Nuclear Race

For decades now, the U.S. practically abandoned its nuclear energy ambitions.

Plants were closed and new projects stalled, while licensing turned into a bureaucratic maze.

But that’s finally starting to change.

Last summer, Congress passed the ADVANCE Act with overwhelming bipartisan support. This legislation slashed licensing fees and directed the Nuclear Regulatory Commission to move faster on new designs.

And in May, Trump issued an executive order directing regulators to prioritize nuclear pilot projects and clear the backlog of reactor licenses that had stalled for years.

For investors, these legislative moves were a green light to back major nuclear projects here in the U.S.

One of the fastest movers is Aalo Atomics.

Backed by the Department of Energy’s pilot program, the company broke ground in Idaho this summer on a new 50-megawatt reactor. It’s the first sodium-cooled reactor to switch on in the U.S. in more than forty years, with a target start date of July 4, 2026.

Aalo calls its approach “extra-modular.” Instead of one huge plant, it uses smaller factory-built pods that can be shipped and snapped together.

Image: Aalo

The commercial version, due by 2029, is aimed directly at energy-hungry data centers.

Aalo raised $100 million in its latest funding round, doubled its workforce and opened a new factory in Austin to start building components.

TerraPower, backed by Bill Gates, is building a Natrium reactor in Wyoming. It’s a 345-megawatt sodium-cooled design that includes on-site storage…

Exactly the kind of steady, flexible power that giant data centers will need.

Turn Your Images On

Image: https://www.nucnet.org

The project is expected to cost about $4 billion, half of which is being covered by the Department of Energy. The company also raised another $1.4 billion in private rounds, including a major contribution from Nvidia earlier this year.

X-Energy has raised $700 million to develop its Xe-100 high-temperature reactor, with backing from Amazon’s Climate Pledge Fund, Emerson Collective and Jane Street.

Its design is well-suited for industrial customers and data centers that can’t afford downtime.

And in May, NuScale Power became the first U.S. company in decades to win approval for a new nuclear design.

Its 77-megawatt modular reactor could be deployed by 2030, with plans already in motion for a 462-megawatt 12-module version.

That’s enough to power an entire cluster of AI server farms.

And we’ve already noted how Silicon Valley is now directly linking nuclear to AI.

Google has partnered with Kairos Power to explore molten salt reactors as a long-term supply for its hyperscale data centers. Meta and Amazon are weighing similar projects.

Of course, this approach can seem a little chaotic compared to China’s centralized model.

But messiness is better than inaction. Especially when it’s powered by private capital and regulatory momentum.

After all, energy is a major bottleneck for AI.

In fact, I believe it will be the main limiting factor for our AI ambitions since it seems we’ll have enough GPUs to run our models.

But training a cutting-edge AI model can consume as much electricity as thousands of homes do in a year.

That’s why deploying those models at scale will require entirely new grids.

Wind and solar help, but they aren’t reliable enough for data centers that run every hour of every day. We saw that earlier this year when most of Spain was left in the dark for hours.

Natural gas will still play a role in the future, but its costs rise and fall in ways that make planning hard.

That leaves nuclear energy, which is carbon-free, dense and — most importantly for AI systems — dependable.

China knows this.

That’s why it’s building reactors like the CFR-1000.

Here’s My Take

The next decade won’t just be about who builds the most advanced AI models in the race to achieve superintelligence.

It will be about who builds the biggest and most reliable power source to run these models.

And nuclear energy could be the perfect solution.

Which doesn’t mean China’s CFR-1000 is a slam dunk. It still faces significant regulatory scrutiny before it can become operational.

But the U.S. needs to lean into this moment if it wants to win the AI race.

That means building up the fuel supply for these new reactors. It also means passing legislation to fast-track licenses and letting private innovators scale.

Our combination of capital and talent should be enough to outpace China’s centralized model…

But only if Washington decides that leading in AI means leading in energy too.

Regards,

Ian King's SignatureIan KingChief Strategist, Banyan Hill Publishing

Editor’s Note: We’d love to hear from you!

If you want to share your thoughts or suggestions about the Daily Disruptor, or if there are any specific topics you’d like us to cover, just send an email to [email protected].

Don’t worry, we won’t reveal your full name in the event we publish a response. So feel free to comment away!



Source link

Tags: ChinasprojectracereshapeSecret
ShareTweetShare
Previous Post

13 Key Metrics to Help You Fully Assess Your Financial Health

Next Post

How to Manage Your Google Account for Estate Planning | Wilson & Wilson

Related Posts

edit post
Top Wall Street analysts recommend these 3 dividend stocks for stable returns

Top Wall Street analysts recommend these 3 dividend stocks for stable returns

by TheAdviserMagazine
October 5, 2025
0

In this photo illustration, the Brookfield Infrastructure Partners company logo is seen displayed on a smartphone screen. Piotr Swat |...

edit post
A Blurry Future for Eye Tracking Stocks

A Blurry Future for Eye Tracking Stocks

by TheAdviserMagazine
October 4, 2025
0

Eye tracking stocks should be making hay while the sun shines. We’re seeing an emergence of new regulations in favor...

edit post
Case for investing abroad despite record U.S. market gains

Case for investing abroad despite record U.S. market gains

by TheAdviserMagazine
October 4, 2025
0

Investors may want to boost their exposure overseas."Home bias is about as bad as it's ever been in the United...

edit post
Activist Irenic builds a stake in Workiva, hoping to gain two board seats

Activist Irenic builds a stake in Workiva, hoping to gain two board seats

by TheAdviserMagazine
October 4, 2025
0

Company: Workiva (WK)Business: Workiva is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business...

edit post
Inside the uranium plant at the center of U.S. plans to expand nuclear power

Inside the uranium plant at the center of U.S. plans to expand nuclear power

by TheAdviserMagazine
October 4, 2025
0

EUNICE, NEW MEXICO — Paul Lorskulsint was a shift manager at a brand new uranium enrichment facility deep in the...

edit post
Bitcoin rallies to within 1% of all-time high, gaining safe-haven status during shutdown

Bitcoin rallies to within 1% of all-time high, gaining safe-haven status during shutdown

by TheAdviserMagazine
October 4, 2025
0

Bitcoin rallied on Friday to within striking distance of its record high as the U.S. government's shutdown entered its third...

Next Post
edit post
How to Manage Your Google Account for Estate Planning | Wilson & Wilson

How to Manage Your Google Account for Estate Planning | Wilson & Wilson

edit post
Introduction to Natural Law | Mises Institute

Introduction to Natural Law | Mises Institute

  • Trending
  • Comments
  • Latest
edit post
What Happens If a Spouse Dies Without a Will in North Carolina?

What Happens If a Spouse Dies Without a Will in North Carolina?

September 14, 2025
edit post
California May Reimplement Mask Mandates

California May Reimplement Mask Mandates

September 5, 2025
edit post
Does a Will Need to Be Notarized in North Carolina?

Does a Will Need to Be Notarized in North Carolina?

September 8, 2025
edit post
DACA recipients no longer eligible for Marketplace health insurance and subsidies

DACA recipients no longer eligible for Marketplace health insurance and subsidies

September 11, 2025
edit post
‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

‘Quiet luxury’ is coming for the housing market, The Corcoran Group CEO says. It’s not just the Hamptons, Aspen, and Miami anymore

September 9, 2025
edit post
Tips to Apply for Mental Health SSDI Without Therapy

Tips to Apply for Mental Health SSDI Without Therapy

September 19, 2025
edit post
Gazans long for end to war, Rubio says not yet

Gazans long for end to war, Rubio says not yet

0
edit post
Why an analyst downgrade of Wells Fargo does not change our conviction in the stock

Why an analyst downgrade of Wells Fargo does not change our conviction in the stock

0
edit post
Championing Teachers in High-Conflict Contexts

Championing Teachers in High-Conflict Contexts

0
edit post
Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

0
edit post
Vitamins vs. Technocracy: Lessons from MK-7

Vitamins vs. Technocracy: Lessons from MK-7

0
edit post
M crypto shorts liquidated in the past hour

$80M crypto shorts liquidated in the past hour

0
edit post
Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’

October 5, 2025
edit post
When Privacy Becomes a Caregiver Issue: What Boomers Need to Know Now

When Privacy Becomes a Caregiver Issue: What Boomers Need to Know Now

October 5, 2025
edit post
I went to a day trading meetup and spoke to people with dreams of getting good enough to quit their 9-to-5

I went to a day trading meetup and spoke to people with dreams of getting good enough to quit their 9-to-5

October 5, 2025
edit post
OpenAI and Jony Ive may be struggling to figure out their AI device

OpenAI and Jony Ive may be struggling to figure out their AI device

October 5, 2025
edit post
Layoffs will start if shutdown talks ‘going nowhere’, says White House

Layoffs will start if shutdown talks ‘going nowhere’, says White House

October 5, 2025
edit post
FTX Issues Warning As Fraudulent Emails Circulate During .6B Creditor Payout

FTX Issues Warning As Fraudulent Emails Circulate During $1.6B Creditor Payout

October 5, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Larry Summers praises Ford CEO Jim Farley’s concept of the essential economy because it doesn’t ‘fetishize manufacturing’
  • When Privacy Becomes a Caregiver Issue: What Boomers Need to Know Now
  • I went to a day trading meetup and spoke to people with dreams of getting good enough to quit their 9-to-5
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.