TerraPower's breeder reactor simplifies a complex process by functioning like a candle. An initial reaction "melts" the abundant U-238 fuel, making it usable. This allows the reactor to continuously prepare its own fuel as it runs, just as a candle wick draws up melted wax.
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Today's nuclear energy boom is propelled by strong commercial demand from AI data centers and defense, not government R&D. This market-driven "demand pull" for energy is finally creating the business case for advanced and small modular reactors.
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.
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.
The 40-year plateau in nuclear power wasn't driven by public fear after incidents like Chernobyl, but by the soaring costs of building massive, one-off reactors. The modern push for Small Modular Reactors (SMRs) aims to solve this fundamental economic problem through factory-based production.
Despite nuclear power's poor public image based on fission, significant advances in fusion technology are positioning it as a potential solution for clean, abundant energy. We may look back on 2026 as the year this shift became viable.
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.
TerraPower's advanced nuclear reactor design can use depleted uranium—currently treated as waste—as fuel. The amount of this material already stored in a single U.S. facility is sufficient to meet the entire planet's energy needs, carbon-free, for hundreds of years.
To secure the immense, stable power required for AI, tech companies are pursuing plans to co-locate hyperscale data centers with dedicated Small Modular Reactors (SMRs). These "nuclear computation hubs" create a private, reliable baseload power source, making the data center independent of the increasingly strained public electrical grid.
Nuclear submarines can stay submerged for 90 days, limited by their food supply, not energy. The onboard nuclear reactor provides limitless power to convert seawater into breathable air and water, demonstrating how a single technological leap can completely redefine a system's constraints.
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.
