Category: Data Storage Centers

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The AI Race Is Causing the Rising Demand for Nuclear Reactor Power Plants

From InterestingEngineering.com: Atharva Gosavi

Nuclear-Pwr-Plant
InterestingEngineering.com: Four-reactor project at Seadrift in Texas (X-energy)

The AI race is causing a rising demand for nuclear power plants. “By 2030, U.S. data centers could consume anywhere between 214 TWh to 675 TWh annually – a 2.6x increase compared to 2023 consumption. Due to intermittency, transmission limitations, and carbon constraints, renewable and fossil fuels fall massively short of fulfilling these demands.

Amazon just announced a partnership with X-energy, Korea Hydro and Nuclear Power (KHNP), and Doosan Enerbility to build advanced small modular reactors (SMRs) in the United States. The partnership aims to accelerate their deployment to meet data centers and AI’s growing power demands. The partnership will deploy X-energy’s Xe-100 SMRs, coupled with TRISO-X fuel – a high-assurance form widely considered one of the safest in the nuclear sector.”

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Constellation is Expanding its Nuclear Fleet at the Clinton Site with Help from Meta

From PowerMag.com: Sonal Patel

Constellation-Clinton-Plant-from-PowerMag
Image from Constellation’s Clinton Plant: from PowerMag.com

Constellation completed a 20-year power purchase contractual agreement with Meta for 1,121 MW of clean power. Constellation is seeking nuclear construction rights from the Nuclear Regulatory Commission (NRC) as it plans to deploy either an advanced reactor or small modular style reactor (SMR).

“The 20-year agreement includes a 30-MW uprate at Clinton, which Constellation expects to be fully complete in 2029 and to qualify for the federal technology-neutral 45Y clean electricity production tax credit preserved under the One Big Beautiful Bill Act.”

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Large Investors Are Acquiring Power Generation Assets for Adding a Piece of AI to their Balance Sheet

The Output & New York Times:

Black-Rock
Image: New York Times

Large investors are acquiring power generation companies and their power delivery assets that supply AI-driven data centers for the next expected bull market from this extremely excited AI boom.

“Major investment firms like BlackRock and Blackstone are moving to acquire U.S. utility companies, aiming to benefit from the increasing electricity demand driven by AI data centers. This trend is primarily fueled by the rising demand for electricity from data centers, which are essential for powering AI technologies.”

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TVA Submitted the Nation’s First Construction Permit Application to the NRC for a new Small Modular Reactor (SMR) Plant

TVA.com: Scott Fiedler

TVA-Clinch-River-GE-SMR
Image: TVA.com Clinch River, GE SMR

TVA announced it was “the first utility in the U.S. to submit a construction permit application (CPA) for the GE Vernova Hitachi Nuclear Energy (GVH) small modular reactor (SMR) BWRX-300 technology to the U.S. Nuclear Regulatory Commission – the agency that issues licenses for constructing, operating and decommissioning nuclear power plants.

This CPA is TVA’s next step in pursuing an SMR at its Clinch River site, near Oak Ridge, Tennessee, and establishing America’s energy dominance to power artificial intelligence, quantum computing and advanced manufacturing.

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Using AI Technologies for Power System Asset Management

EngineerLive.com

AI-Power-Asset-Management
Image: EngineerLive.com

What new roles will AI play in the future for aiding power utility companies with power delivery asset management techniques? “Utilities face significant challenges with aging infrastructure, extreme weather, rising operational costs and increased demands for reliability. AI offers a promising solution to all of these issues.

Recent advances show how AI can revolutionize asset management for power utilities. Automated systems can now accurately identify and assess components on utility poles, streamline inspections and minimize human error. These systems not only detect defects with high precision but also enhance maintenance efficiency, reduce downtime, and extend the lifespan of critical assets.”

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A North Dakota Coal Plant Approved to Power AI Data Centers

Power-Eng.com: Kevin Clark

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Image: Coal Creek Station, ND: Lignite Energy Council

“North Dakota’s largest coal-fired power plant was recently approved by the McLean County Commission for re-zoning of 800 acres of agricultural land to commercial near Rainbow Energy Center’s 1,151 MW Coal Creek Station.”

This approval would pave the way for Rainbow Energy’s Coal Creek to power new AI data centers. “Rainbow Energy has previously said its plans for the area include construction of new data centers that would source power from Coal Creek.”

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