Topic
Data Centers
Nuclear power for data centers, explained: every deal tracked
Which data centers run on nuclear power? Every Amazon, Google, Meta and Microsoft deal tracked: plant restarts, PPAs, uprates and SMR projects.
IAEA lifts nuclear forecast again: capacity could triple by 2060
The IAEA projects global nuclear capacity could reach 1,284 GWe by 2060, 3.4 times today's fleet, with SMRs making up 28% of new builds in the high case.
Blue Energy files NRC application for Texas gas-to-nuclear plant
Blue Energy filed Part 1 of its NRC construction permit for a Texas gas-to-nuclear plant: gas turbines first, up to five BWRX-300 SMRs behind them.
Google buys Loviisa nuclear power: 22-year PPA with Fortum to 2050
Google signed a 22-year PPA taking up to 50% of Fortum's Loviisa plant output through 2050, backing a EUR 1 billion life extension. Terms and dates.
South Korea nears $100B deal to build eight US reactors
WSJ: South Korea is finalizing a $100B-plus US energy deal — up to eight reactors, AP1000 first then APR1400, plus a Texas gas plant for AI data centers.
DOE closes $1.9B loan to restart NextEra's Duane Arnold plant
US DOE closed a loan of up to $1.9 billion to NextEra Energy to restart Iowa's Duane Arnold plant, targeting a 2029 return under a 25-year Google power deal.
Unity microreactor goes viral in Australia's nuclear ban debate
A viral X thread on Deployable Energy's 1-MWe Unity microreactor, framed as 'banned in Australia,' drove a nuclear advocacy surge — here's the verified core.
Gallup: 71% oppose local AI data centers, vs. 53% for nuclear
Gallup found 71% of Americans oppose a local AI data center, compared with 53% for a nuclear plant, complicating the race to add power.
Blue Energy and GVH advance 2.5 GW gas-plus-nuclear plant in Texas
Blue Energy and GVH advanced their 2.5 GW Texas gas-plus-nuclear plant: 1 GW of gas turbines by 2030, then up to five BWRX-300 SMRs from 2032. FID is 2027.
IEA says data-center SMR deals hit 45 GW
The IEA says conditional off-take agreements between data centers and SMR projects have grown from 25 GW to 45 GW as AI demand keeps climbing.
GridMarket, Deployable Energy announce $22.5B data-center nuclear deal
GridMarket and Deployable Energy say a data-center nuclear partnership could reach $145 billion in lifetime value and 3 GW through 2035.
