Nvidia CEO Predicts Emergence of Nuclear Mini-Reactors Driven by AI Industry Growth

• The technology industry discusses data center power consumption.
• IEA and Goldman Sachs record accelerating growth in power demand.
• Huang’s statements drew attention to nuclear solutions for future AI systems.

The expected capacity growth of the AI industry has intensified the discussion on the energy constraints of the technology infrastructure. Amid increased demand for computing resources, Nvidia CEO Jensen Huang suggested that large companies may create their own energy sources in the future.

Speaking on the Joe Rogan Experience podcast, the entrepreneur called energy supply a “bottleneck” to further scaling data centers. Compact nuclear solutions could emerge within the next six to seven years, he said.

These developments will provide an alternative to the traditional power grid and help offset the growing needs of AI systems, Huang said.

The growing energy consumption of data centers is also confirmed by analytical forecasts. The International Energy Agency (IEA) estimates current global demand at about 415 TWh, with a possible increase to 945 TWh by 2030.

The most energy-intensive processes are related to training large language models, where consumption can reach hundreds of megawatts.

Goldman Sachs analysts cite similar trends. According to their data, the global demand for electricity for data centers may increase by 50% by 2027 and by 165% by the end of the decade. Meanwhile, power density in today’s data centers is already increasing as AI workloads become more complex.

The United States and China remain the largest data center markets and form a significant share of global power consumption. In the United States, natural gas, renewable sources, and nuclear generation are the primary suppliers of data center power, reflecting the structure of the national power grid.

The U.S. administration links the development of data centers to the task of strengthening leadership in artificial intelligence. Earlier, President Donald Trump introduced the Genesis initiative to expand the resource base of AI research, and also announced a possible revision of regional regulations.

Experts note that further scaling of AI will require modernization of the existing energy infrastructure.

Recall, we wrote that Nvidia reported a record revenue of $57 billion at the end of the III quarter.