Is Nuke the Next Normal?

All SMRs utilise nuclear energy, but not all SMRs function the same way. Which one do you prefer?

- Raju Chellam

Here's a radiation report with a goofy twist: A doctor points out an X-ray to a group of interns during morning rounds. “As you can see, this patient is limping because his left fibula and tibia have hairline fractures.” He then points to one intern: “Dan, what would you do in a case like this?” Taken aback at suddenly being arrowed, Dan blinks like a deer caught in the headlights. “Guess I would be limping too.”

If that joke made you blink, these statistics should make you think: Investments in AI solutions and services are on track to generate a cumulative US$22.3 trillion in products and services by 2030. They will account for about 3.7% of the global GDP by then, according to the latest estimates from International Data Corp (IDC).

“Continuous business innovation through the use of AI, accelerated by growing use of AI Agents, is driving greater direct investments in infrastructure and software,” says Rick Villars, IDC's vice president for worldwide research. “They are also generating substantial indirect spending across the tech delivery supply chain. Large cloud service providers are likewise investing heavily in infrastructure, reflecting the growing importance of complex AI ecosystems that support regional competitiveness and business expansion.”

The rapid adoption of digitalisation and AI tech is significantly ramping up the demand for data centres (DCs) worldwide. To meet this growing demand, DC power requirements will triple by the end of the decade, reports McKinsey. For instance, the demand for DC power will jump from 3-4% of total power consumption currently in the US alone, to 11-12% by 2030.

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