just as likely to be natural gas or a combination of gas and solar. I don't know what supply chain looks like for solar panels, but I know gas can be done quickly [1], which is how this money has to be spent if they want to reach their target of 125 billion a year.

The companies said they will develop land controlled by Wise Asset to provide on-site natural gas power plant solutions that can be quickly deployed to meet demand in the ERCOT.

The two firms are currently working to develop more than 3,000 acres in the Dallas-Fort Worth region of Texas, with availability as soon as 2027

[0] https://www.datacenterdynamics.com/en/news/rpower-and-wise-a...

[1.a] https://enchantedrock.com/data-centers/

[1.b] https://www.powermag.com/vistra-in-talks-to-expand-power-for...

I don't think any assembly line exists that can manufacture and deploy SMRs en masse on that kind of timeframe, even with a cooperative NRC

Hasn't the US decided to prefer nuclear and fossil fuels (most expensive generation methods) over renewables (least expensive generation methods)?[1][2]

I doubt the US choice of energy generation is ideological as much a practicality. China absolutely dominates renewables with 80% of solar PV modules manufactured in China and 95% of wafers manufactured in China.[3] China installed a world record 277GW of new solar PV generation in 2024 which was a 45% year-on-year increase.[4] By contract, the US only installed ~1/10th this capacity in 2024 with only 14GW of solar PV generation installed in the first half of 2024.[5]

[1] https://en.wikipedia.org/wiki/Cost_of_electricity_by_source

[2] https://www.iea.org/data-and-statistics/charts/lcoe-and-valu...

[3] https://www.iea.org/reports/advancing-clean-technology-manuf...

[4] https://www.pv-magazine.com/2025/01/21/china-hits-277-17-gw-...

[5] https://www.energy.gov/eere/solar/quarterly-solar-industry-u...

Much more likely is what xAI did, portable gas turbines until the grid catches up.