Nuclear Power

Google and NextEra Energy are partnering to revitalize Iowa’s Duane Arnold nuclear power plant, aiming to provide 24/7 carbon-free energy for Google’s expanding AI infrastructure. The plant, closed in 2020, could restart in 2029 pending approvals. This reflects a growing trend of using nuclear energy to power data centers, driven by increasing electricity consumption due to AI. The partnership highlights the need for investments in reliable, clean power to support the AI-driven economy while addressing environmental concerns. The Iowa project could serve as a model for future collaborations.

Tech giants are heavily investing in nuclear fusion power to meet the escalating energy demands of AI growth. Google, among others, is making significant investments and securing power purchase agreements with fusion startups like Commonwealth Fusion Systems. This trend extends to investments in fission power and small modular reactors. China is also increasing its nuclear energy investments. The rapid advancements in AI are driving this surge of interest and investment in nuclear energy solutions.