The Download: next-gen nuclear, and the data center backlash

The hyperscale data center has emerged as a critical infrastructure component, characterized by vast facilities housing thousands of specialized computer chips that execute complex calculations for advanced AI models. These massive structures, often spanning millions of square feet, are constructed with substantial materials and extensive wiring to support their operations. Despite their technological significance, they face widespread public discontent due to environmental and social concerns.

Sodium-ion batteries are emerging as a viable alternative to lithium-ion batteries, particularly in electric vehicles and energy storage systems, as the industry seeks to address the limitations of lithium's supply and price volatility. This shift is gaining traction in China, which is positioning itself as a leader in this technology.