Meta said it's targeting 1 to 4 gigawatts of new nuclear generation capacity to be delivered starting in the early 2030s.

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

As of the close of trading on Nov. 29, shares of Constellation Energy had returned 119% in 2024, making it one of the best-performing stocks in the S&P 500. Of note, Constellation's nuclear energy peer, Vistra, was up 315% year to date, making it the top-performing stock in the S&P 500.

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.

According to research from the University of California, the amount of power needed for ChatGPT to generate a single 100-word email is 0.14 kilowatt-hours, roughly equivalent to running 14 LED lightbulbs for an hour.

As we look ahead to our next decade of innovation and growth, we are planning for our data center energy needs while simultaneously contributing to a reliable grid,' says tech giant - Anadolu Ajansı

A.I. data centers are continuing to eat up vast amounts of electricity, especially in states like Virginia, Texas and California.

Liam Denning is a Bloomberg Opinion columnist covering energy. A former banker, he edited the Wall Street Journal’s Heard on the Street column and wrote the Financial Times’s Lex column.

Meta (META) plans to bring nuclear reactors online in the 2030s to power AI data centers & communities, seeking partners to scale and reduce costs.

Meta has issued a call for proposals for bringing nuclear reactors online by the early 2030s to support its data centres and the surrounding communities. It is looking for partners who can develop and