// nuclear power

Source: Canary Media

The partnership shows how tech companies are shifting AI power strategy: rather than wait years for new nuclear construction, they are now funding upgrades to existing reactors to add capacity in months. This approach sidesteps the permitting delays and capital requirements that have blocked nuclear expansion for a decade. It creates a financial incentive to decarbonize data centers—but ties these upgrades to a narrow set of plants with workable economics, potentially leaving other reactors behind.