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AI Data Centres Have a Power Problem, and Nuclear Is Back in the Conversation

AI is pushing data centre power use toward 945 TWh by 2030. Here’s which nuclear deals are real, and what it means for Ontario, Quebec and Alberta.

Rows of server racks with bundled network cables inside a data centre

In September 2024, Microsoft agreed to buy the power from a reactor that had been shut for five years, at a site whose name is still shorthand for America’s worst nuclear accident. Three Mile Island Unit 1 is now the Crane Clean Energy Center, and if Constellation Energy hits its target, it will be sending power back into the Pennsylvania grid in 2027, under a 20-year contract with a software company that needs the power for its AI data centres. That single deal says a lot about AI’s power problem. The companies building large language models have discovered that chips…

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