Abstract

As AI and data centers drive a surge in electricity demand, the U.S. is turning to nuclear energy as a clean, reliable solution to power the digital future. Backed by four new executive orders and robust federal incentives, the country is accelerating deployment of small modular reactors and extending the life of its existing nuclear fleet. Tech giants like Google and AWS are investing in next-generation nuclear technologies to fuel their hyperscale ambitions. This article examines how a coordinated public-private effort could reshape America’s energy landscape and reinforce its leadership in clean energy innovation.

What Questions Does This Report Answer? 

• Why is nuclear energy regaining prominence in the U.S. energy strategy?
• What federal actions are accelerating nuclear deployment?
• How are private companies and states contributing to the nuclear resurgence?
• What challenges must be addressed to scale nuclear energy effectively?

Who Would Benefit from This Report? 

• Energy industry executives & strategists
• Technology & data center leaders
• Policy makers & regulators
• Investors & financial analysts
• Utility operators & engineers 
• Workforce development leaders
• Environmental & climate advocates 
• Academic & research institutions

Key Market Forecasts in This Report

• SMR Annual Capacity Additions, 90% Confidence Interval, World Markets: 2025-2034