Nuclear Plants Reawaken to Feed America's Data Center Appetite

The U.S. is reversing its decades-long pattern of nuclear plant closures. The driver is not grid stability or climate goals but computational infrastructure—the power-hungry server farms underpinning AI and cloud services. Big Tech's energy requirements are now compelling the reopening of nuclear capacity, shifting nuclear economics and political calculus from defensive to growth industry. Data center hyperscalers have become the primary lever for energy infrastructure policy, overtaking traditional utilities in their ability to mobilize capital and political will.