Big Tech Is Betting on Nuclear Power for AI Data Centers

As AI workloads explode, tech giants like Microsoft, Google, and Amazon are looking beyond renewables to meet their voracious energy demands. Lucas and Luna examine the surprising pivot to nuclear power—specifically the small modular reactor (SMR) deals signed in the past year. They break down why data center energy consumption is growing faster than grid capacity, why solar and wind alone can't bridge the gap, and what the financial bets on SMRs mean for power markets. Lucas points to a specific 2025 deal between Microsoft and a nuclear startup, while Luna questions the timeline and regulatory hurdles. The conversation also touches on how this trend affects carbon neutrality pledges and electricity costs for everyday consumers. If you're tracking Big Tech's infrastructure buildout, this is the energy story that doesn't get enough airtime. #BigTech #AI #NuclearPower #DataCenters #SmallModularReactors #Microsoft #Google #Amazon #EnergyTransition #ClimateTech #CleanEnergy #Infrastructure #SMR #TechInfrastructure #AIEnergy #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo