⚛️ Regulators, not reactors, are the real nuclear risk

AI’s power needs may revive the sector, from SMRs to fusion. JPMorgan calls it the best path to clean energy abundance. But while the physics now work, US politics still don’t, leaving Asia to lead

My fellow pro-growth/progress/abundance Up Wingers in the USA and around the world:

If you’re a nature lover who also loves rapid economic growth — there aren’t enough of those, though I sense the trendlines are improving — artificial intelligence is your ally. Its appetite for electricity may do what decades of sour green sermons couldn’t: restart the Atomic Age and its promise of abundant clean energy.

As the bank JPMorgan declares in a new report:

Hyperscalers are the new nuclear: Microsoft joined the World Nuclear Association last month, underscoring the new relationship between tech and nuclear energy. The AI revolution and hyperscale data centers are reshaping energy demand, with tech giants increasingly turning to nuclear—especially SMRs—to power the next wave of digital growth. Over 23GW of nuclear projects have been signed by hyperscalers since October 2024, and the US has lifted its nuclear capacity target to 400GW by 2050, signaling a new era of strategic alignment between technology and energy.

The global thirst for power is real (no pun intended). And more and more countries see nuclear as at least part of the answer. For example: Asia now accounts for about 69 percent of all reactors under construction worldwide, making region the center of gravity for the global nuclear revival: