Miss America 2023 winner Grace Stanke has begun her Australian tour to promote nuclear power, just as the US energy giant that employs her has taken a big market hit after Chinese company DeepSeek claimed to have found a cheaper way to make AI.
Stanke, who flew into Perth on Wednesday, is a nuclear engineer who works in public relations for Constellation to promote nuclear technology, and has been brought out for an Australian tour by campaign group Nuclear For Australia in an attempt to drum up local support for the technology.
Nuclear For Australia is nominally headed by 18-year-old Will Shackel. But Stanke’s tour has reportedly been bankrolled by Australian businessman Dick Smith, who also provided the funding to establish the group.
The tour comes amid an aggressive expansion drive by Constellation, which holds a suite of nuclear and fossil fuel assets. According to the company’s 2024 Sustainability Report, nuclear makes up 67% of its generation capacity, with natural gas and oil making up 25% and renewables and storage accounting for 8%.
Constellation has increasingly been looking to capitalise on the development of AI as a driver in future electricity demand that it hopes to meet with nuclear power.
In September last year the company announced it would buy the Three Mile End nuclear facility under a deal to supply Microsoft with power to run its AI data centres.
Earlier in January, Constellation bought out rival Calvine for $US 27 billion, a move that meant it acquired the company’s gas-plants.
As gas-peaking plants currently help smooth out spikes in the wholesale electricity market by turning on during periods of high demand — at the expense of nuclear generators — the acquisition potentially gives Constellation greater influence over wholesale prices.
Late last week, President Donald Trump announced the US would pour $US 500 billion into AI development in what has been described as an “arms race” with China, a decision welcomed by Constellation CEO Joe Dominguez.
“President Trump is right that sustaining and enhancing America’s global AI dominance goes hand in hand with reliable, abundant American electricity,” he said. “Data center developers, generators, utilities, and other stakeholders should continue to work together to accomplish the President’s goals on behalf of the American people.”
On Tuesday, however, the assumption that power-hungry chipsets needed to train and run AI data centres would continue to drive demand for “clean” nuclear power ran into a wall.
Chinese firm DeepSeek announced it developed an open large-language model (LLM) that provides roughly the same service as ChatGPT with a smaller team and a fraction of the hardware as their US counterparts.
With the Chinese market subject to sanctions that limit access to the full-power graphics processing units (GPUs) needed to build their own models, the company was forced to find a workaround to do more with less.
These GPUs perform the calculations needed to drive LLMs and are manufactured by chipmaker Nvidia that was, until Wednesday, considered the world’s most valuable publicly-traded company with a market cap of $3.45 trillion. That changed with the latest news from DeepSeek.
In December, DeepSeek claimed it cost (USD) $5.6m and two months to develop its V3 model – a portion of what it cost to create ChatGPT. The accuracy of this figure, however, is questionable as the price of electricity is unknown.
Last week the company released the full version of its R1 model that it said is 30-times cheaper to run than equivalent models produced by US competitors such as OpenAI. The company has not released the training data, but has published papers outlining its methods, effectively allowing anyone to take DeepSeek work and expand upon it for free.
The announcement of a cheaper, less-demanding model triggered a massive 17% drop in Nvidia shares — wiping off $USD593bn, and knocked 20 per cent off the price of Constellation shares. By Thursday Constellation’s performance had partially recovered but not nearly enough to make up for Tuesday’s losses.
These events coincide with the arrival of 22-year-old Stanke, now a pro-nuclear influencer, in Australia to help local campaigns sell the technology to the Australian public.
Her tour includes appearances in Perth, Brisbane, Melbourne, Adelaide and Sydney, a parliamentary briefing and appearances at private events, including a community meeting in Lithgow, New South Wales.
The town selection is interesting as it has been a flashpoint for an anti-wind and anti-renewables campaign and has traditionally been a strong Nationals stronghold.
Lithgow falls within the federal seat of Calare which is currently held by federal independent Andrew Gee, who resigned from the National Party in 2022 over its opposition to the Indigenous Voice to Parliament.
