Big Tech Bets On Nuclear Power For AI Strategy Edge
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Major tech companies are turning to nuclear power to address energy scarcity with the current grid system and to create competitive advantages for themselves. getty The AI strategy for big tech companies has them investing in nuclear energy to power their ambitions while simultaneously securing a resource their competitors will struggle to access. In 2025, Google, Amazon, and Meta all signed a pledge with the World Nuclear Association to triple global nuclear capacity by 2050. A big motivation for these companies to contribute to nuclear energy capacity is because of AI’s growth and need for more energy. Beyond the controversial narratives around AI and energy, there is a lesson in strategy that will further cement these companies as leaders in AI. Tech’s Nuclear AI Strategy Addresses Energy and Sustainability In 2024, Amazon announced multiple agreements with energy companies to build Small Modular Reactor nuclear energy projects. This is part of their sustainability goals and secures them part of the capacity from these reactors. One of the suppliers that companies like Amazon rely on are energy companies. Companies cannot keep their data centers and infrastructure running and train large models without them. These companies are expanding their data centers in the US. According to Axios, there are 3,000 new data centers already under construction or planned, in addition to the 4,000 already operational in the US. Energy suppliers have been strained for decades. In an interview with me, Hiruy Hadgu, a nuclear engineer of 15 years, stated that, “a lot of the regional transmission operators have shown that energy shortages are imminent, and there’s going to be blackouts, brownouts.” According to the Bank of America Institute, 31% of transmission and 46% of distribution infrastructure is close to or post its useful life, which is about 5 or more years old. This…
Filed under: News - @ January 26, 2026 2:29 pm