Venture
from24/7 Wall St.
6 days agoLoad Up on Nuclear Before the Data Center Energy Race Accelerates
Hyperscalers are turning to nuclear power to meet the electricity demands of AI infrastructure due to grid constraints and carbon commitments.
The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers. Nuclear is one of the few energy sources positioned to absorb that load reliably, and its share of the generation mix is forecast to tick up.