Building the Power Behind AI: Nuclear, SMRs, and the Delivery Challenge

Building the Power Behind AI: Nuclear, SMRs, and the Delivery Challenge

July 10, 2026 · 47 min · Season 1 · Episode 111

About this episode

The episode discusses the increasing electricity demand driven by AI and other factors, and the challenges in delivering reliable power.

Electricity demand is entering a sharp new growth cycle. After years of relatively flat demand, the economy is becoming more electric at the same time AI and data centers are exploding. New manufacturing, reshoring, EV charging, building electrification, air conditioning growth, extreme weather, and 24/7 reliability expectations are all pushing more load onto the grid. AI is the loudest accelerant right now, and for good reason. Data centers need massive computing power, cooling systems...

People in this episode

Host: Wes Ashworth

Topics covered

Keywords

Mentioned in this episode

Organizations: AI, data centers, EV, Nuclear, SMRs

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