Back to Stack Tree
Energy & Power
Nuclear Power (Fission & Fusion)
Overview
AI training clusters consume gigawatts of electricity. Traditional grids cannot keep pace with this demand while meeting carbon-neutral goals. Modern nuclear power, including Small Modular Reactors (SMRs) and commercial fusion research, offers consistent, high-density, carbon-free energy that is unaffected by weather fluctuations.
Role in the Stack
AI workloads run continuously (24/7/365). Intermittent sources like solar or wind alone cannot support the constant uptime required for massive training clusters. Nuclear provides reliable, dense baseload energy with a minimal physical footprint.
Key Pioneers & Stakeholders
Constellation Energy
Helion Energy
Oklo Inc.
Microsoft (PPA)
Amazon Web Services (AWS)
Key Statistics & Targets
835 MW
PPA Capacity (Microsoft/Constellation)
2028
Fusion Target Date (Helion)
2029-2030
SMR Deployment Timeline
Future Industry Directions
1
SMR micro-reactors
Providing localized grid independence directly next to mega data centers.
2
Commercial Fusion PPAs
Pre-purchasing fusion electricity to fund experimental reactor builds.