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Marketplace Tech

AI’s appetite for electric power fuels interest in nuclear option

Marketplace Tech

American Public Media

Technology, News

4.61.2K Ratings

🗓️ 6 November 2024

⏱️ 13 minutes

🧾️ Download transcript

Summary

The thing about the artificial intelligence boom is that the tech needs a lot of electricity. One estimate from Goldman Sachs suggests that largely because of AI, data centers will use 160% more electricity by 2030. It’s got Big Tech fired up about an option that’s never really been the cool kid of the clean energy class: nuclear power. Microsoft made a deal to restart the Three Mile Island plant, while Google and Amazon are investing in new types of reactors. It’s stirring something of a “nuclear revival” for the U.S. after decades of stagnation. Marketplace’s Meghan McCarty Carino spoke with Anna Erickson, professor of nuclear and radiological engineering at the Georgia Institute of Technology, about the push to revive the nuclear energy sector.

Transcript

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0:00.0

Artificial intelligence is reviving the nuclear option.

0:06.0

From American Public Media, this is Marketplace Tech.

0:09.0

I'm Megan McCarty Carino.

0:11.0

The thing about the AI boom, it needs a lot of electricity, like 160% increase in electricity

0:27.7

by 2030, according to Goldman Sachs.

0:30.9

It's got big tech fired up about an option that's never really been the cool kid of the

0:36.1

clean energy class.

0:38.1

Nuclear. Microsoft made a deal to restart the Three Mile Island plant.

0:42.7

Google and Amazon are investing in new types of reactors.

0:46.6

It's something of a nuclear revival for the U.S. after decades of stagnation.

0:52.3

According to Anna Erickson, professor of nuclear and radiological engineering

0:56.3

at Georgia Institute of Technology. Nuclear power provides about 20% of total electricity in the United States.

1:05.7

And if you put it in numbers, it's about 100 gigawatt. Is it a lot?

1:11.5

Is it not a lot?

1:12.4

What I can tell you right now is a lot of that is going to be consumed by other applications

1:19.3

such as data centers as well as the surge in electric vehicles.

1:24.9

So we expect a significant increase in U.S. nuclear capacity and the needs

1:30.9

for power. But what's interesting is nuclear provides about half of the carbon-free power generation,

1:39.5

and that's a number I'd like to bring up in addition to the 20%.

1:43.4

Why did nuclear power sort of stagnate after coming online?

1:49.0

Well, it's true that in the past two decades, we have not seen increase in nuclear power.

1:56.1

In fact, until just a couple of years ago, we've seen nuclear power plants being shut down, sometimes due to

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