AI Surge Fuels Nuclear Energy Resurgence in the U.S.: New Tech and Large Reactor Projects Grapple with Decade-Long Hurdles
2025-11-12 / Read about 0 minute
Author:小编   

On November 12, U.S. media reported that the nation has developed an unprecedented enthusiasm for nuclear energy, primarily driven by the massive energy consumption associated with artificial intelligence. As a result, nuclear energy firms have emerged as the latest favorites in the stock market. The Trump administration recently unveiled an investment initiative worth over $80 billion, earmarked for financing the construction of new reactors. Nevertheless, stock market analyst Chris Gadomski emphasized that virtually no new projects are expected to become operational within the next ten years. In theory, $80 billion could suffice to acquire reactors with the capacity to supply electricity to Virginia's "Data Center Alley." Yet, the stark reality is that traditional reactor construction spans a decade or longer, while the much-touted small modular reactors (SMRs) are still awaiting their maiden commercial power generation. Consequently, the only projects poised to go live in the near future are a handful of shuttered facilities that can be reactivated. At present, a plethora of plans are underway, but none have materialized into reality.