AI Governance & Strategy: Navigating the Future

Episode 11: AI Is Draining the Power Grid — Can Nuclear Energy Save the AI Boom?


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Artificial intelligence is advancing at breakneck speed — but the power grids that support it are not.

In this episode of AI Governance & Strategy: Navigating the Future, we explore how the explosive growth of AI computing is triggering an unprecedented electricity demand crisis, pushing Big Tech to consider an unlikely solution: nuclear power.

Drawing from Andrew Stevens’ 2025 analysis, “Nuclear Powered Artificial Intelligence (AI): Small Modular Reactors as an Emerging Power Source for AI Data Centers,” we examine why Small Modular Reactors (SMRs) are emerging as a serious option to sustain AI’s infrastructure — and the complex legal, regulatory, and ethical challenges that come with them.

🔍 In this episode, you’ll learn:

  • Why AI data centers are overwhelming existing power grids

  • How SMRs differ from traditional nuclear plants and why tech firms are interested

  • The regulatory, environmental, and liability hurdles surrounding nuclear-powered AI

  • What this shift means for energy policy, climate goals, and national security

  • Why energy availability may become the ultimate bottleneck for AI innovation

As AI systems grow more powerful, energy governance is becoming AI governance. Understanding this intersection is critical for policymakers, infrastructure planners, and technology leaders.

Produced by Neural Flow Consulting.

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AI Governance & Strategy: Navigating the FutureBy neuralflow