Unfortunately there's too much distraction regarding the AI side of the discussion, to actually look at the generation tech itself.
For all their discussion of high temperature operation, it seems the only advantage at the end of the day is to eliminate water consumption in cooling. I question if that's really so valuable?
I also don't think it's necessarily true? A jet engine (which many many power turbines can run off of) can obviously run without cooling water on a hot day just fine.
There may be some use cases, this makes it comparable to an emergency generator (no water or steam involved)... but that very much limits its uses, and it's marketed as if it should be part of the main power grid.
For all their discussion of high temperature operation, it seems the only advantage at the end of the day is to eliminate water consumption in cooling. I question if that's really so valuable?