The massive energy consumption of AI has made tech giants the most powerful force advocating for new power sources. Their commercial pressure is finally overcoming decades of regulatory inertia around nuclear energy, driving rapid development and deployment of new reactor technologies to meet their insatiable demand.

The push for massive overbuilding of solar/wind and gigantic battery farms is not an optimal grid strategy. It's a workaround that became popular only because of a pre-existing belief that building new, reliable baseload nuclear power was not an option.

Facing immense electricity needs for AI, tech giants like Amazon are now directly investing in nuclear power, particularly small modular reactors (SMRs). This infusion of venture capital is revitalizing a sector that has historically relied on slow-moving government funding, imbuing it with a Silicon Valley spirit.

In the 1970s, France built 57 reactors in 15 years through its government-led utility, which repeatedly built the same design. In contrast, the US's fragmented private utility system, with each company building different designs, failed to achieve similar cost reductions and scale.

Public perception of nuclear power is skewed by highly visible but rare disasters. A data-driven risk analysis reveals it is one of the safest energy sources. Fossil fuels, through constant air pollution, cause millions of deaths annually, making them orders of magnitude more dangerous.

The massive energy requirements for AI data centers are causing electricity prices to rise, creating public resentment. To counter this, governments are increasingly investing in nuclear power as a clean, stable energy source, viewing it as critical infrastructure to win the global AI race without alienating consumers.

The same fear-based arguments and political forces that halted nuclear fission are now re-emerging to block fusion. Ironically, the promise of a future fusion 'savior' is being used as another excuse to prevent the deployment of existing, proven zero-emission fission technology today.

Perception of nuclear power is sharply divided by age. Those who remember the Three Mile Island accident are fearful, while younger generations, facing the climate crisis, see it as a clean solution. As this younger cohort gains power, a return to nuclear energy becomes increasingly likely.

For decades, electricity consumption was flat. Now, the massive energy demands of AI data centers are making clean, reliable, baseload power like nuclear an essential component of the energy grid, not just an option.