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Analysis and Environment

Tech firms claim nuclear will solve AI's power needs – they're wrong

Some AI firms think nuclear power can help meet the electricity demand from Silicon Valley’s data centres, but building new nuclear power stations takes too long to plug the gap in the short term

By Jeremy Hsu

16 May 2024

Three Mile Island Nuclear Generating Station

The Three Mile Island Nuclear Generating Station in Pennsylvania, which closed in 2019

Michael Ventura/Alamy

Silicon Valley wants to use nuclear power to support the energy-hungry data centres that help train and deploy its artificial intelligence models. But realistic timelines show that any US nuclear renaissance will have at best a limited impact during a period of fast-rising electricity demand.

Global electricity usage from data centres is already on track to double by 2026. In the US, data centres represent the fastest-growing source of energy demand at a time when the country’s…

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