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illuminem summarizes for you the essential news of the day. Read the full piece on CNBC or enjoy below:
🗞️ Driving the news: Tech giants like Google (see sustainability performance), Microsoft, and Amazon are turning to hydrogen and nuclear energy to meet the soaring power demands of AI-driven data centers
• Startups like ECL are building hydrogen-powered data centers, while OpenAI's Sam Altman is investing in nuclear startups like Helion and Oklo
• Microsoft has signed agreements to use nuclear power, including restarting a reactor at Pennsylvania’s Three Mile Island
🔭 The context: The rise of generative AI has dramatically increased demand for high-power data centers, straining existing energy grids
• Renewable energy sources like solar and geothermal are also being explored, but nuclear and hydrogen offer potential long-term solutions
• By 2028, U.S. data center energy consumption could more than double, reaching up to 12% of total U.S. energy use
🌍 Why it matters for the planet: AI’s rapid expansion is driving a massive increase in electricity consumption, making clean energy adoption crucial
• Hydrogen and nuclear power offer carbon-free alternatives but come with cost and infrastructure challenges
• The shift highlights the tech sector’s influence on the future energy mix and climate impact
⏭️ What's next: ECL plans to build a 1-gigawatt hydrogen-powered data center in Texas within four years
• The viability of green hydrogen depends on policy and cost factors, particularly under Donald Trump’s administration
• Investments in nuclear, hydrogen, and geothermal will shape the sustainability of AI infrastructure
💬 One quote: “The concern we have is can we grow fast enough to address the unprecedented demand for AI data centers.” — Yuval Bachar, CEO of ECL
📈 One stat: By 2028, data centers could consume up to 132 gigawatts of energy, accounting for 12% of U.S. electricity demand
See here detailed sustainability performances of Amazon, Google, Microsoft, OpenAI,
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