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A.I. Goes Nuclear!

In pursuit of boundless energy to meet their growth targets, A.I. hyperscalers are cutting deals and throwing resources at yet another industry moon shot: a second nuclear energy renaissance. Ironically, their own technologies might jeopardize the push.

Three Mile Island
In 2023, Microsoft inked a deal with Helion (which is backed by Sam Altman) to purchase nuclear fusion power, and has partnered with Constellation to bring Three Mile Island back online. Photo: Bettmann/Getty Images
Ian Krietzberg
November 13, 2025

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While it’s hard to know exactly how much energy is being consumed by the thousands of data centers that have cropped up to feed America’s A.I. boom, it’s commonly understood that the industry has been driving a massive increase in electricity demand. Jensen Huang, Nvidia’s fearless leader, pithily summed it up in the company’s 2025 sustainability report: “Electricity is the lifeblood of digital intelligence. We need more.” You may have noticed, too, if you’ve checked your utility bills lately. After staying flat for the past two decades, U.S. electricity consumption is once again on the rise.