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Bloomberg Tech Asia examines how surging AI data center power demand is catalyzing a nuclear energy renaissance across Asia, arguing that electricity — not GPUs, HBM, or real estate — has emerged as the tightest bottleneck in global AI infrastructure buildout.
The report presents striking data: global nuclear capacity is projected to grow 44% over the next decade, with Asia at the center of those ambitions. China accounts for roughly 50% of worldwide reactor builds and is expected to surpass U.S. nuclear capacity by 2030; China also invested $1.2 billion in fusion companies in 2024, matching the United States. South Korea’s power demand is forecast to grow 22% by 2035, with data centers accounting for one-third of that increase — driven by its memory chip and AI industries. Japan is gradually restarting reactors shut down after the 2011 Fukushima disaster. India has set a 100-gigawatt nuclear target by 2047, with Adani Group and Reliance Industries making major commitments following Prime Minister Modi’s opening of the sector.
The video features an interview with former IEA Executive Director Nobuo Tanaka, who argues that ASEAN nations should adopt standardized small modular reactor (SMR) designs to reduce costs, harmonize regulatory frameworks, and build a coordinated procurement coalition. For AI industry observers, this piece provides essential context on the energy infrastructure constraints increasingly shaping decisions about where AI compute capacity gets built and at what cost.
📺 Source: Bloomberg Tech · Published July 26, 2026
🏷️ Format: News Analysis
