Nuclear and data centres: beyond the PPA
The commercial models being used to connect nuclear energy with hyperscaler demand are more complex than they appear to be and carry risks that neither side has fully priced. Between September 2024 and January 2026, the four largest technology companies by data centre scale, Alphabet, Amazon, Meta, and Microsoft, each signed agreements to access nuclear [&he
Nuclear energy and the industrial decarbonization imperative
Every credible net-zero pathway agrees on one thing: electricity must decarbonize. Wind, solar, and storage dominate the public conversation around the energy transition. They attract the majority of political attention, investment flows, and infrastructure planning. They are necessary. They are not sufficient. Because electricity is only part of the challen
Why the next wave of electricity demand is a strategic issue for the nuclear industry
Electricity demand is entering a new phase. Not a gradual increase, not a cyclical rebound, but a structural shift driven by the rapid expansion of data centres and artificial intelligence workloads. For the nuclear industry, this evolution is not peripheral. It goes to the heart of how future capacity is planned, financed, regulated and integrated […
The execution gap in nuclear: designing bankable projects at scale
A new chapter is unfolding for nuclear energy. From fusion breakthroughs to the commercial deployment of SMRs, the global race to decarbonize is putting nuclear technologies back at the center of energy conversations. However, this renaissance is not driven solely by engineering excellence. What’s emerging is a new imperative: to turn promising technologie
How strategic innovation in nuclear can deliver climate and energy resilience
Achieving climate neutrality while securing stable energy access is one of the most significant industrial challenges of our time. As governments confront volatile fuel markets and soaring electricity demand, nuclear energy is being redefined—not as legacy infrastructure, but as a core engine of innovation. Next-generation nuclear technologies, including s