In a blog post last month, we talked about a pledge by the World Nuclear Association to support tripling global nuclear capacity. Just a few days ago, the International Atomic Energy Agency released a report discussing energy consumption and projections, including the graphic above. (Attribution: INTERNATIONAL ATOMIC ENERGY AGENCY, Energy, Electricity and Nuclear Power Estimates for the Period up to 2060, Reference Data Series No. 1, IAEA, Vienna (2026), https://doi.org/10.61092/iaea.kljp-x0sr)

As if to underline the point, just a few weeks ago, Google announced a 22-year purchase agreement for up to 50% of the energy output from one of Finland’s two nuclear plants (run by Fortum) for use in nearby data centers and AI infrastructure.

From the Reuters article:

“We call this BYOP, bring your own power,” Google’s President and Chief Investment Officer Ruth Porat told reporters ​in Helsinki. “This is Google’s first nuclear energy deal outside of the United States.”

The companies stated they will also explore the development of new nuclear and renewable energy in Finland.

At the same time, South Korea began assessing its need for additional nuclear power plants to support its AI growth. They are expecting AI-driven demand for power to increase by 25-30 gigawatts. This is on top of their already increasing demand for electricity from EVs and electric heating (transitioning from gas). Nuclear energy currently covers just under a third of the country’s power needs with 26 nuclear reactors.

Meanwhile, Constellation is ramping-up the recommissioning of Three Mile Island in Pennsylvania in a deal with Microsoft. Microsoft has agreed to purchase all of the plant’s 835 megawatt output to power AI data centers. Microsoft VP of Energy, Bobby Hollis, said it is a once-in-a-lifetime opportunity to bring nuclear energy online with the speed needed to match the growth of AI.

Nuclear is poised to be a huge part of clean energy stability across the globe and Preferred Engineering is here to support it.