AI was supposed to be a lightweight industry, with apps and models humming quietly in the cloud.

Then it turned out to need more electricity than entire countries. Now the US is reaching for the one power source that can actually keep up: nuclear.

Microsoft, Amazon, Google, and Meta have already signed nuclear deals to feed their data centers, while closed reactors are being restarted and small modular plants are being lined up to handle what's coming next.

Why AI Broke the Power Grid

Training and running AI models takes huge amounts of electricity, with a single big data center using as much power as a small city.

Tech companies are building hundreds of these centers, pushing demand for round-the-clock power to levels the grid hasn't seen in decades.

The catch: wind and solar are growing fast, but they don't run 24/7 - and AI does.

That's the gap nuclear fills. It runs around the clock, doesn't burn fuel that pollutes the air, and one plant can power millions of homes.

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Big Tech Is Already Buying In

The biggest names in AI aren't waiting on the government - they're going straight to the source:

• Microsoft signed a 20-year deal with Constellation Energy to restart the Three Mile Island Unit 1 reactor in Pennsylvania (now renamed the Crane Clean Energy Center) to power its data centers.
• Amazon bought a data center campus next door to the working Susquehanna nuclear plant in Pennsylvania for $650 million.
• Google signed a deal with Kairos Power for up to 500 MW from new small modular reactors, and Meta signed agreements with Oklo and TerraPower to build new reactors (plus a deal with Vistra for power from existing plants).

A few years ago, nuclear plants were closing because they couldn't compete on price. Now tech companies are paying extra to lock in 20-year power deals.

And the next wave is even bigger: small modular reactors - basically mini nuclear plants that can be built faster and cheaper than the giants of the past.

Builders like Oklo and NuScale have already lined up customers before a single commercial reactor is running.

What to Watch

It all comes back to one question: can the US build fast enough? Permits take years, skilled workers are in short supply, and uranium prices have already moved.

But the demand side isn't waiting, with every new AI model and every new data center adding to the load.

That's why old reactors are being restarted and new ones are being designed from scratch. The cheapest electron is the one already on the grid.

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