None of these reactors are online yet — every deal above targets 2027 or later. They exist because 24/7 carbon-free baseload is the only thing that matches a datacenter's flat, always-on demand curve at gigawatt scale, and interconnection queues for new gas or transmission capacity can run 5+ years. Nuclear is a bet that AI demand keeps compounding long enough for these reactors to matter.
Evaporative cooling towers are the default for hyperscale AI datacenters because they're cheap and efficient — but they consume potable or reclaimed water directly. "Full accounting" figures also include water evaporated upstream to generate the electricity itself. An estimated 92.6% of US datacenter water use still goes unreported in corporate sustainability disclosures.
TRAINING GW is peak power draw of the cluster used to train the flagship model, averaged over the training run. Where the lab doesn't disclose, we back-compute from GPU count × TDP × utilization (typ. 0.4–0.6).
INFERENCE GW is steady-state serving power for the model's primary public product. This is harder to pin down — most figures are estimates derived from disclosed query-volume × per-query Wh.
PROJECTIONS use publicly-announced datacenter capacity (Stargate, Hyperion, Colossus 2, etc.) scaled to when the next flagship model is expected. Anything after 2027 is noted as speculative.
Sources: Epoch AI, IEA Electricity 2024, OpenAI's Stargate announcements, Meta capex calls, xAI public statements, MIT Technology Review, Data Center Frontier, IEEE Spectrum, SemiAnalysis. Error bars are wide — treat numbers as order-of-magnitude.