
03/08/2025
Desperate for power, modern AI firms lean on a geriatric American nuclear fleet
The nation’s dwindling fleet of nuclear plants is being seized upon by tech firms such as Microsoft and Amazon as a foundation for their plans for an artificial intelligence-infused future. The aged but reliable survivors have emerged as one of the most viable ways to quickly feed tech firms’ growing thirst for electricity to power the giant data centers needed for AI projects.
Meta signed a 20-year agreement for the power flowing from a large legacy reactor in Illinois, Microsoft struck a deal to restart a reactor next to the one at Pennsylvania’s Three Mile Island plant that was shuttered in 1979 by a partial meltdown, and Amazon last month in the same state locked up power from a 42-year-old nuclear plant down the Susquehanna River.
Tech companies are scouring the nation for other geriatric nuclear plants to power their AI dreams, according to interviews with nuclear industry officials and company earnings calls. Their interest is focused on the roughly two dozen operating plants in unregulated markets, which are in many cases free to sell power to the highest bidder. They make up about half of the 54 plants still operating in the United States.
The tech firms say the deals give new life to plants at risk of going offline or that have already been shut down. Contracts that lock in rates for decades are attractive to plant operators, and the electricity flows without directly generating new carbon emissions.
But critics say Silicon Valley’s nuclear spree will make it more likely that consumers will face electricity rate hikes or shortages in coming years as the nation faces soaring demand for power — driven in part by new data centers.
Tech firms say deals for power give new life to nuclear plants at risk of going offline or that have already been shut down.