AI power surge puts nuclear energy back in spotlight

Rising energy demand from data centres, driven by generative artificial intelligence, is pushing nuclear power back into focus as a viable source of large-scale, reliable energy.

Over the past few years, startups and large technology companies have stepped up investments in nuclear energy as they look to meet the growing power needs of AI infrastructure.

A 2025 Goldman Sachs report estimates that data centre power demand will rise 160% by 2030. Nuclear energy is expected to play a key role in the mix of new infrastructure required to support this surge, according to the report. Swathi Moorthy looks at the emerging nuclear energy landscape and companies powering them.