From The Breakthrough Institute (thebreakthrough.org)
Over 70 GW of new demand is in the pipeline, much of it for small and non-light water reactors from hyperscalers.
Thanks to fast-growing electricity demand, especially from AI data centers, demand for new nuclear energy is rapidly growing. In this analysis, we identify 74GW of planned or new nuclear reactor capacity in the United States. While it is unlikely that all of that capacity will ultimately be built, if even a fraction of it is deployed it would mark a historic turnaround for the US nuclear industry.
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