By De Bicker — 24 nov. 2025

Energie voor AI

tech | De Bicker | 24 nov 25

Bicker-lezer Arie Kaizer vroeg AI wat de grote AI-ontwikkelaars investeren in kernenergie. Dit was het antwoord:

"Here are the main AI/Tech companies that are actively planning or investing in future nuclear energy:

The Plan: Amazon is making a major, long-term commitment to SMR technology to power its Amazon Web Services (AWS) data centers.
Key Initiatives:
- X-energy: Amazon led a financing round in X-energy, the developer of the Xe-100 SMR. They are collaborating to bring more than 5 gigawatts (GW) of new nuclear capacity online by 2039.
- Energy Northwest: Amazon is providing financial support for the early development of a four-unit, 320-megawatt SMR project in central Washington, in partnership with Energy Northwest.

The Plan: Microsoft is actively pursuing both the restart of existing nuclear plants and the development of new SMRs to meet the growing power needs of its AI operations.
Key Initiatives:
- Three Mile Island Restart: Microsoft signed a 20-year power purchase agreement with Constellation Energy to secure power from the restart of the shuttered Three Mile Island nuclear reactor in Pennsylvania, with the goal of fueling its AI-driven data centers.
- Helion Energy: Microsoft has a landmark agreement to buy power from Helion Energy, a nuclear fusion startup, with a target date of 2028.
- SMR Partnerships: They have announced collaborations with nuclear developers like Aalo Atomics to use AI to speed up the licensing and construction of new SMRs.

The Plan: Google is investing in a portfolio of advanced nuclear technologies to meet its goal of 24/7 carbon-free energy (CFE) for all its operations by 2030.
Key Initiatives:
- Kairos Power: Google announced an agreement to purchase nuclear energy from Kairos Power, a company developing advanced molten salt reactors.⁹ The plan is to build the first SMR installation by 2030.
- Elementl Power: Google has a contract with Elementl Power, a nuclear development company, to prepare sites for advanced nuclear installations, with an option to purchase the power generated.
- Westinghouse Partnership: Google Cloud is partnering with Westinghouse to use AI tools to optimize and accelerate the construction, operation, and safety of new nuclear reactors, recognizing that "AI fuels itself."

Meta: Meta (Facebook's parent company) has been identified as a major tech company that is also investing in nuclear power to secure its energy needs.
OpenAI/Sam Altman: Sam Altman, the CEO of OpenAI, is a co-owner and chairman of the board of Oklo, a publicly traded company developing small, fast-neutron microreactors (a type of SMR).