AI is power hungry and the companies behind the tech are striving tostand up nuclear reactorsto feed it.

So where will it come from?

In the U.S., natural gas.

Pioneer Natural Resources equipment near Midland, Texas, US, on Wednesday, Oct. 11, 2023.

Pioneer Natural Resources equipment near Midland, Texas, US, on Wednesday, Oct. 11, 2023.© Michael Ciaglo/Bloomberg via Getty Images

The AI revolution will pump a lot more carbon into the air.

A new report from the Financial Times detailed the comingnatural gas boom.

As climate change worsened, the world turned away from polluting sources of energy like coal and natural gas.

Mark Zuckerberg, chief executive officer of Meta Platforms Inc., during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 25, 2024.

In 2024 it exploded thanks to data centers and AI.

According to the Financial Times, the U.S. power grids reliance on gas will only go up.

America will add upwards of 80 new gas power plants by 2030.

Elon Musk, CEO of Tesla, during a cabinet meeting at the White House in Washington, DC, US, on Thursday, April 10, 2025.

Thats 20 percent more than was added in the last five years.

Meta is researching nuclear energy, but it needs power now.

Last week, Constellationannounced it was buying Calpine, an enormous gas power company, for $27 billion.

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American gas plants pumped more than1 billion tonnes of carboninto the air last year.

Thats the highest value ever recorded.

According to the DOE, gas power plants and data centers are black boxes.

The MareNostrum 5 supercomputer in Barcelona.

It wasnt big on the exact details of its gas plants.

The Geaux Zero program is a local tariff that encourages the purchase of solar power.

The reality is that nuclear energy moves slowly.

Donald Trump shakes hands with Meta CEO Mark Zuckerberg on Sept. 19, 2019 in the Oval Office of the White House.

Its possible that big tech is at the cusp of a nuclear revolution thanks to incentives created by AI.

But itll have to burn a lot of natural gas to get there before the reactors come online.

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