Hyperscale AI data centers are pushing beyond grid capacity, and vendors plus governments are betting on small modular reactors to deliver dense, reliable, low-carbon baseload power close to GPU farms.
SMRs promise factory-built standard designs, smaller sites, and potentially competitive LCOE versus renewables-plus-storage or gas+CCS, but they are still early, capital-intensive, and constrained by nuclear licensing, siting, and public acceptance.
SMRs are a serious medium-term option that hinges on first-of-a-kind projects and regulatory streamlining, making this piece a useful signal check on how power will shape AI build-outs.
Source: Can small modular reactors meet data center power demand? | IT Pro
