By 2026, datacentres are projected to consume 100 terawatt hours of energy annually, equaling Japan's energy consumption. Utility providers are hesitant to support such demand.
Alphabet's partnership with Kairos Power aims to leverage small modular nuclear reactors, reinforcing the shift towards nuclear power as a stable energy solution for datacentres.
Microsoft's deal with Constellation Energy's nuclear plant and Amazon's acquisition of Talen Energy's site exemplify the growing trend toward nuclear energy for powering data centers.
While nuclear power can offer a stable, emissions-free energy source, the challenges include regulatory issues, technology risks, and the history of nuclear project delays and cost overruns.
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