Nuclear Power Datacenters

Nuclear Power and Data Centers

The explosive growth of AI has turned electricity into the industry's most pressing bottleneck, and nuclear power has emerged as one of the leading answers. Hyperscalers and cloud providers building massive AI training and inference facilities need enormous, reliable, round-the-clock power—demands that strain aging grids and reignite debate over how quickly new generation capacity can come online. Nuclear energy, long sidelined in many markets, is being reconsidered as a firm, carbon-free source capable of matching the scale and constancy that data centers require.

This hub tracks how that convergence is playing out: utility-scale reactor restarts and life extensions aimed at securing power for tech campuses, corporate deals tying data-center operators directly to nuclear plants, and the accelerating push toward small modular reactors and next-generation designs meant to be sited closer to computing hubs. It also covers the broader energy scramble accompanying this shift—grid operators leaning on coal and gas to bridge gaps, investment surges in alternative generation and storage technologies, and the financial and regulatory maneuvering behind hundred-billion-dollar infrastructure buildouts.

Readers will find reporting on power-purchase agreements between tech firms and nuclear operators, policy fights over permitting and grid interconnection, investor reaction to companies positioned in the power supply chain, and analysis of whether nuclear can scale fast enough to meet AI's timeline. As the industry confronts a multitrillion-dollar bet on future compute demand, the question of where that power comes from—and who controls it—has become central to the future of both energy and technology markets. This page follows the deals, technologies, and debates shaping that outcome.