Google and Microsoft Are Going Nuclear: Here’s Why That’s a Big Deal for AI and Data Centers

In a surprising turn, both Google and Microsoft are diving into nuclear energy to power their data centers. Why? The answer lies in the immense energy demands driven by AI technology. With AI usage skyrocketing, the need for stable, carbon-free electricity is more pressing than ever, and nuclear power seems to be the solution.

Google recently struck a deal with Kairos Power to source up to 500 megawatts of nuclear energy. The first advanced nuclear reactor is expected to go online by 2030, with additional reactors planned through 2035 . Microsoft is also making similar moves, funding nuclear reactor projects to ensure a reliable energy source as its AI capabilities expand.

The rationale behind this nuclear pivot is straightforward: as tech giants, both companies need more energy and want to stay green. Unlike solar or wind, nuclear power offers consistent energy without weather-related fluctuations, making it ideal for the always-on demands of data centers. This shift not only highlights the growing role of nuclear power in tech but also signals a potential future where AI and nuclear energy might go hand in hand.

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