The convergence of AI and nuclear energy brings unique risks, especially when AI moves from a passive tool to an autonomous participant.

Advances in AI technology are sending shockwaves through the power grid. The latest generation of large language models requires significantly more computing power and energy than previous AI models.

Nuclear energy could be the long-term solution for the energy demands of AI. In the short-term, though, AI companies may turn to oil and gas.

The growth of AI data centers has significantly impacted the market, even as cloud-based data centers already had a compound annual growth rate of 25%. AI data centers require 10 times the computing density of traditional data centers, with some requiring up to 750MW of energy. That’s enough electricity to power 56,000 homes.

This spring kicked off the best stretch for America’s nuclear industry in decades. It started in April, when, for the first time since 1990, the United States added nuclear capacity for the second year in a row.

Meta has announced plans to explore nuclear energy as part of its efforts to power artificial intelligence advancements and support its environmental objectives. The company revealed on Tuesday that it will issue a request for proposals (RFP) to identify developers capable of building 1 to 4 gigawatts of new nuclear power capacity reactors in the United States.

As electricity needs grow, state governments all over the country are warming to the idea of building small nuclear plants.

The NANO Nuclear-Everstar collaboration, which was announced in July 2024, has already produced an advanced AI-driven compliance solution, designed to simplify and streamline NANO’s regulatory processes, marking an important step forward in both companies’ commitment to efficiency and safety in nuclear power.

AI's energy consumption is growing, but demand for more power is also coming from manufacturing and electric cars.

Constellation Energy leverages its nuclear expertise to meet rising energy demands. Click here to read more CEG stock and my recommendation.

Meta (NASDAQ:META) is looking to bring nuclear reactors online starting in the early 2030s to power and support AI data centers and surrounding communities, Axios reported Tuesday, joining the likes of rivals Google (GOOG) (GOOGL) and Amazon (AMZN),