Can Nuclear Power Meet Data Center Demand?
Nuclear power is emerging as the leading contender for 24/7 carbon-free data center power. SMRs are 5–10 years out, but existing nuclear PPAs and co-location are happening now.
In-depth analysis of data center power consumption, grid infrastructure, supply chain dynamics, and the energy demands of AI. Learn how the digital world consumes electricity.
Nuclear power is emerging as the leading contender for 24/7 carbon-free data center power. SMRs are 5–10 years out, but existing nuclear PPAs and co-location are happening now.
Hyperscalers pledged net-zero by 2030–2040, but AI-driven power demand is growing 25–30% CAGR. Can carbon targets survive the compute buildout?
A 100 MW data center can consume 1–5 million gallons of water per day. In drought-prone regions, water availability is emerging as a critical constraint alongside power.
Bitcoin mining still consumes 100+ TWh annually, but post-Merge and post-halving, the industry has fundamentally restructured toward institutional-scale operations.
Behind-the-meter battery storage at data centers is emerging as a dual-purpose solution: backup power and grid revenue. With lithium-ion costs at $130/kWh, the economics are shifting.