France, U.S. Pursue Nuclear Solutions Amid AI Power Demands

As the U.S. and China compete in the AI sector, a significant energy crisis is emerging in the U.S., prompting tech giants to invest in nuclear power to meet the growing demands of AI data centers. Google has partnered with Kairos Power to secure nuclear energy, and OpenAI is launching a $500 billion Stargate project to build new AI facilities. Goldman Sachs warns that while nuclear energy will be crucial, it alone cannot meet the surging power demand from AI, which could increase by 160% by 2030; a mix of energy sources will be necessary. Meanwhile, France is leveraging its nuclear power to attract over €100 billion in AI investments, with President Macron highlighting the country’s clean energy advantage. However, delays in connecting data centers to the grid pose challenges for France's ambitions, despite government efforts to expedite infrastructure. Both nations are racing to harness nuclear energy as a cornerstone for their future AI developments.