How much new power will AI data centers require by 2030?

AI data centers are projected to add 60 to 120 gigawatts of new load to the U.S. grid by 2030, equivalent to Italy's entire power consumption.

What is Constellation Energy's role in powering AI?

Constellation Energy operates the largest nuclear fleet in the U.S., providing around-the-clock carbon-free power to support the growth of AI and data centers. The company has secured multi-year power purchase agreements with major tech firms like Microsoft and Meta Platforms.

How is Vistra capitalizing on the AI power surge?

Vistra combines 41 gigawatts of nuclear, gas, and utility-scale batteries across markets where AI load is increasing the fastest. This diverse portfolio enables Vistra to serve both peak and firm demand while monetizing the volatile price swings in key power markets.

Home / Business and Economy / AI's Insatiable Electricity Appetite Fuels Demand for Reliable Clean Power

AI's Insatiable Electricity Appetite Fuels Demand for Reliable Clean Power

14 Nov

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Summary

AI data centers require 60-120 GW of new power by 2030
Constellation Energy operates largest US nuclear fleet, powering AI
Vistra combines 41 GW of nuclear, gas, and battery to serve peak AI demand

AI's Insatiable Electricity Appetite Fuels Demand for Reliable Clean Power

As of November 14, 2025, the insatiable appetite for electricity by artificial intelligence (AI) is posing a significant challenge for the power grid. AI data centers are currently requiring hundreds of megawatts of power and 24/7 clean energy that the current grid cannot fully provide. Demand projections show that by 2030, AI will add a staggering 60 to 120 gigawatts of new load to the U.S. grid, equivalent to Italy's entire power consumption.

To meet this surging demand, companies capable of generating reliable nuclear power, expanding transmission lines, or cooling high-density servers are already securing multi-year contracts with the AI power players. Constellation Energy, which operates the largest nuclear fleet in the U.S., is well-positioned to benefit from this trend. The company's third-quarter 2025 results showed strong pricing and steady output, with large tech firms like Microsoft and Meta Platforms signing long-term power purchase agreements.