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The Nuclear Comeback: How the Data Center Boom Is Reviving America's Reactors

Noah Martin Noah Martin noahmartin.avalw.com · 187 reads Respect0 Save Share Read only
READS9live count PUBLISHED13 Sept2026 READING TIME6 min1,128 words LANGUAGEEnglish
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The explosion of data centers has created an enormous appetite for around the clock electricity, and technology giants are turning to an unexpected source to feed it. From restarting old reactors to backing a new generation of small modular units, companies have committed tens of billions of dollars

The rapid growth of data centers has quietly become one of the biggest stories in energy. These vast warehouses of computers, which power everything from streaming and search to the latest wave of advanced software, consume staggering amounts of electricity, and they need it around the clock without interruption. As their numbers multiply across the United States, the companies that run them have found themselves confronting a fundamental question: where will all that power come from? Increasingly, the answer they are reaching for is one that few would have predicted a decade ago, and that is nuclear energy.

A Surge in Demand

The scale of the electricity appetite is difficult to overstate. Industry analysts estimate that global electricity consumption by data centers is on a steep upward trajectory, with projections suggesting it could climb from roughly 460 terawatt hours in 2024 to around 1,300 terawatt hours by the middle of the next decade. That is a near tripling in a relatively short span of time. Meeting such demand would strain almost any power system, and it has pushed technology companies to look beyond the traditional grid for dedicated, reliable sources of energy that can keep their facilities running continuously.

Why Nuclear, and Why Now

The relentless demand for round the clock electricity is forcing technology companies to rethink where their power will come from in the years ahead.
The relentless demand for round the clock electricity is forcing technology companies to rethink where their power will come from in the years ahead.

Nuclear power has particular qualities that make it appealing for this task. Unlike solar and wind, which generate electricity only when the sun shines or the wind blows, a nuclear plant can produce a steady stream of power day and night, regardless of the weather. It also does so without emitting the carbon dioxide associated with fossil fuels, which aligns with the climate commitments many technology companies have made. For facilities that must never lose power and that face pressure to run cleanly, this combination of reliability and low emissions is exactly what is required.

Big Tech Places Its Bets

The financial commitment behind this shift is already substantial. According to industry trackers, more than a dozen announced projects now represent close to ten gigawatts of planned nuclear capacity, with total investment exceeding one hundred billion dollars when the associated data center campuses are included. These are not tentative experiments but major, long term wagers on nuclear energy as a cornerstone of the digital economy. The involvement of the largest and wealthiest technology firms lends the movement a weight and momentum that the nuclear industry has not felt in many years.

Microsoft and Three Mile Island

One of the most symbolic deals involves Microsoft, which agreed to a long term arrangement to help bring a reactor at the Three Mile Island site back into service. The roughly 835 megawatt unit, which had been shut down for economic reasons, is being revived under a twenty year agreement, and the facility has been given a new name, the Crane Clean Energy Center. The restart is targeted for the latter part of this decade. Reviving an existing reactor in this way offers a comparatively fast path to large amounts of carbon free power for a company with soaring electricity needs.

Google and Amazon Go Modular

Other giants are pursuing a newer approach centered on small modular reactors. Google has signed an agreement with a developer to support a fleet of these compact units, aiming to bring hundreds of megawatts online in the coming years. Amazon, meanwhile, has invested heavily in the technology, putting hundreds of millions of dollars into a reactor company with plans for up to a dozen small units, while also developing a major campus alongside an existing nuclear plant. These moves reflect a belief that smaller, factory built reactors could be quicker and cheaper to deploy than traditional giants.

Meta Joins the Race

The trend is not limited to a handful of firms. Meta, the company behind several of the world's largest social platforms, has signaled its intention to secure a large amount of new nuclear capacity, issuing a request for proposals seeking somewhere between one and four gigawatts of power. That is an enormous quantity, comparable to the output of several conventional reactors. The fact that so many major players are moving in the same direction at once suggests that this is not a passing fad but a broad reassessment of how the technology industry intends to power its future.

The Promise of Small Reactors

Much of the excitement centers on small modular reactors, often abbreviated as SMRs. As the name implies, these are smaller than conventional plants and are designed to be built in factories and assembled on site, rather than constructed piece by piece over many years. Supporters argue that this approach could lower costs, shorten timelines, and allow reactors to be placed closer to where the power is needed, such as beside a data center campus. If those promises are realized, small reactors could reshape how nuclear power is deployed across the country.

A Reversal of Fortune

For the nuclear industry, this surge of interest represents a dramatic reversal. For years, nuclear power in the United States was in slow decline, with aging plants closing and few new ones being built amid high costs and public wariness. The sudden demand from technology companies has changed the calculus, making reactors that once seemed uneconomical newly attractive. Regulatory attitudes have also shifted, with policymakers showing greater willingness to streamline approvals. Together these forces have given the sector a sense of renewed purpose and possibility.

The Challenges Ahead

None of this is guaranteed to unfold smoothly. Building or restarting nuclear plants is expensive and time consuming, and history is full of projects that ran over budget and behind schedule. Small modular reactors remain largely unproven at commercial scale, and questions about long term waste storage have never been fully resolved. Public perception, shaped by past accidents, can also complicate efforts to site new facilities. For all the enthusiasm, turning ambitious announcements into operating reactors will require overcoming significant technical, financial, and social hurdles.

More Than Just Data Centers

The implications of this movement extend well beyond the technology industry. If the investments succeed, they could help revive a domestic nuclear supply chain, create skilled jobs, and add a large amount of carbon free electricity to the grid, potentially benefiting ordinary consumers as well. On the other hand, critics worry that dedicating so much clean power to data centers could divert it from other needs. How this balance is struck will shape not only the future of computing but also the broader transition toward cleaner energy in the years to come.

Powering the Future

What began as a quiet search for reliable electricity has turned into one of the most consequential energy stories of the decade. The technology industry's embrace of nuclear power reflects both the immense scale of its ambitions and the practical reality that those ambitions must be powered by something. Whether this bet pays off will depend on execution over many years, but the direction is unmistakable. In the effort to keep the digital world running, some of the most modern companies on Earth are placing their faith in one of the most powerful technologies of the atomic age.

3 responses
Mason Jones5 days ago

nuclear power: covered better than most.

4
Emily Walker5 days ago

Balanced view on nuclear power.

3
Jacob Clark5 days ago

Really useful piece on nuclear power.

3
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