SUMMARY
- AI data center demand is projected to constitute 6% to 7.5% of U.S. energy demand by 2030, up from 2.5% today. Due to their constant operation, AI data centers require baseload power, making nuclear energy an ideal solution.
- Tech firms and Silicon Valley billionaires have increasingly focused on nuclear energy as a sustainable solution to meet the growing energy demands of energy-intensive AI. Notable advocates for nuclear energy include OpenAI CEO Sam Altman, who has supported nuclear startups Oklo and Helion Energy. Further demonstrating the appeal of nuclear power, Amazon recently acquired a 960-megawatt data center campus from a U.S.-based nuclear company, Talen Energy, for $650 million. Despite its potential, the development of nuclear power remains slow due to stringent regulations and safety concerns, contrasting with the swift expansion of AI.
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