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New Frameworks for Hyperscalers Power the AI Demand
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July 29, 2025
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3:35Now PlayingTech companies needing to power AI data centers could help unlock as much as $350 billion in funding for new nuclear capacity by 2050 through power-purchase agreements, behind-the-meter contracts and strategic equity investments, helping lower financing risks. This reflects a shift in new-reactor financing, as tech companies seeking reliable, carbon-free power for their AI data centers emerge as key capital partners, reducing risk exposure for utilities and independent power producers. Additionally, multiple states are considering new reactors.
The Senate approved on Monday President Donald Trump’s nominee to a new term on the Nuclear Regulatory Commission, helping stabilize the agency’s leadership at a time when the White House is trying to breathe new life into the nuclear sector. David Wright’s nomination was approved by a 50-39 vote. He had previously served as an NRC member, but the Trump administration nominated him to be chair on Trump’s first day in office. If reappointed as commission chair, Wright will guide the NRC through a punishing workload that includes the review of several permit applications for nuclear reactors across the nation, as well as operating license applications.
The Trump administration has sought to quadruple the US’ nuclear energy capacity by 2050. As part of that plan, Trump wants to boost domestic uranium mining and look into recycling nuclear fuel. In May, Trump issued an executive order calling on the NRC to process license applications faster while at the same time cutting its staff.
For more on how hyperscalers and data centers like Amazon are increasing the power demand, Tom Keene and Paul Sweeney spoke with Nick Campanella, analyst at Barclays, on Bloomberg Surveillance.
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