James' World 2

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Long in decline, the U.S. nuclear industry is hoping for resurrection at two sites of its greatest failures: Three Mile Island in Pennsylvania and the Hanford Site in Washington state. Nuclear power, the industry claims, will help satisfy the surging power demands from data centers and the growing AI economy. But such a wrong turn ignores the long-unresolved problems of radioactive nuclear wastes that AI cannot wish away.

In September Constellation Energy announced plans to restart a shuttered reactor at Three Mile Island, prodded by Microsoft, which will need many gigawatts of power to perform extensive AI calculations in its expanding fleet of data centers. Amazon followed suit and announced in November that it will invest $334 million to develop small modular nuclear reactors (SMRs) at Hanford, site of the world’s first plutonium-production facility.

Google and Meta are also hoping to bring nuclear power back. In October 2024 Google announced it eventually plans to purchase 500 megawatts of electricity from Kairos Power, which is developing a novel SMR in Oak Ridge,

Tenn., on the site of the national lab that long refined uranium for the nuclear industry. And Facebook parent Meta is seeking bids for nuclear power plants for its data centers.

These tech giants recognize that the next generation of microprocessors to be used for AI calculations at data centers will require oodles of electricity to power and cool them. A single Nvidia Blackwell chip, for example, can draw up to two kilowatts, more than what is needed for a typical house. Cram thousands of them in servers inside a data center, and they will need as much power as a small city.

So-called hyperscale data centers require over 100 megawatts (100 MW)—a sizeable fraction of the output of a major power plant. And that power should be cheap, steady, and reliable.

An authoritative December 2024 report from the U.S. Department of Energy, written by energy experts at the Lawrence Berkeley National Laboratory, is especially illuminating. The growth in U.S. data-center energy usage over the next five years, they state, would correspond “to a total power demand for data centers between 74 and 132 [gigawatts].” That would represent some 7 to 12 percent of the U.S. electricity consumption forecast for 2028.

Where on Earth is all this power going to come from? Given the challenges electric utilities face in supplying electricity to meet other growing needs, including electric vehicles, it’s small wonder that big tech has turned back to the atomic nucleus. But the power demands outlined in the DOE report would require building or resurrecting the equivalent of at least 40 Three Mile Island reactors over the next five years. That’s impossible.

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