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The increasing energy demands of big technology companies, driven by the rise of artificial intelligence (AI), have led to a consideration of nuclear energy as a viable solution. With AI models consuming a significant amount of energy during training and operation, companies are exploring advanced nuclear energy options like small reactors and nuclear fusion to ensure energy autonomy and cost control. The Biden Administration has also shown interest in this approach, with discussions held with tech giants like Amazon, Google, and Microsoft on utilizing small nuclear reactors in data centers.
As AI continues to expand, the energy consumption for training and running models is expected to surge beyond the current 8% of global energy usage dedicated to AI. Companies like Google and Microsoft are already making moves towards nuclear energy, with agreements in place for energy supply from nuclear fusion and small modular reactors. The potential of nuclear energy to provide stable and lasting energy supply is appealing to tech companies facing high power demands. However, challenges such as regulatory processes and the timeline for deploying small modular reactors raise questions about the feasibility of this energy transition for AI.
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