Gurley says hyperscalers as nuclear customers may be 10x better than utilities, bringing more risk-tolerant innovators to SMR market.
“if the hyperscalers become part of the customer set for the nuclear startups that may be like 10x better than selling just to utilities alone.”
Gurley argues Amazon's lower GPU demand stems from lacking a major consumer AI application unlike Microsoft and Oracle.
“Microsoft derivatively is supporting ChatGPT as is Oracle and CoreWeave on this slide. Amazon doesn't really have a big consumer application, right?”