AI’s Power Gap and Nuclear’s Return with The Nuclear Company

Juliann Edwards is Chief Development Officer at The Nuclear Company. The United States has 93 operating nuclear reactors providing about 20% of the nation’s electricity. After decades without new builds, Vogtle Units 3 and 4 in Georgia finally came online—despite cost overruns and delays that nearly derailed the project. Meanwhile, China has dozens of reactors under construction and is on pace to surpass the U.S. as the world’s nuclear leader by 2030.

At the same time, an energy-demand gap—driven by AI data centers, reshoring of manufacturing, and widespread electrification—has put nuclear back in the conversation. Hyperscalers like Micro...