This conversation was part of the 2025 Meridian Summit: Shaping Geopolitical Futures.
Artificial intelligence is driving an unprecedented surge in global power demand. In 2023, data centers consumed an estimated 4.4% of all U.S. electricity, and AI-related energy use is projected to triple by 2028. Meeting this exponential growth requires a fundamental rethinking of how energy is generated and scaled. At the Meridian Summit, Ben Reinke of X-Energy and Craig Sundstrom of Amazon Web Services outlined how advanced nuclear technologies—particularly modular Generation IV reactors—can provide the clean, reliable, and scalable power needed to sustain the AI revolution. Their insights underscored the convergence of technological innovation, infrastructure investment, and decarbonization strategy essential to powering the digital economy’s next phase.
The exponential expansion of AI requires energy systems that can scale in both capacity and reliability. Strategic investments in advanced nuclear technologies, complemented by renewable energy, are emerging as vital to delivering the firm, low-carbon power that sustainable AI operations demand. As Reinke noted, “There's never been a greater economic opportunity than what AI is enabling in the marketplace…. We’re not keeping up yet—we’ve got to accelerate,” underscoring the urgency of scaling clean energy alongside AI’s rapid adoption and the consequent opportunities for growth.
Partnerships among corporations, utilities, and technology developers are driving the next generation of clean energy solutions. By combining private capital with infrastructure innovation, early projects are evolving into scalable models for growth that align technological leadership, economic competitiveness, and environmental responsibility.
Modular Generation IV nuclear reactors offer a new level of flexibility, with smaller, repeatable units capable of scaling up to gigawatt-level output. X-Energy’s design uses TRISO fuel, a robust fuel which “can never melt under any scenario,” and a modular architecture that allows up to twelve 80-megawatt reactors to operate from a single control room. These attributes accelerate deployment, reduce infrastructure risk, and integrate directly into regional power grids, decarbonizing entire ecosystems while meeting the evolving needs of AI-driven industries.
To fully harness AI’s transformative potential, energy infrastructure must continue evolving through public-private partnerships, targeted investments, and supportive, agile policy frameworks. Modular nuclear reactors, paired with renewable energy, offer a path to reliable, low-carbon power that can support both technological growth and climate goals.
Success depends on continuous learning from early projects, translating lessons into scaled deployments, and fostering collaboration across industry, government, and technology sectors. As Sundstrom highlighted, “These are first-of-a-kind deployments… so the lessons we learn in initial projects will translate to further successes down the road.”
| Powering the Future: AI, Nuclear, and Scalable Energy Innovation | October 2025 | |
|---|---|
| Impact Areas: | Artificial Intelligence and Cybersecurity |
| Program Areas: | Technology, Innovation, & Space |