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    • Opinion
    • Opinion: Energy

    To power AI energy needs, nuclear is going to have a comeback

    Opinion: Development finance can't ignore nuclear energy given the spread of AI, and should be creating conditions stable enough for long-term deployment in emerging markets.

    By Erik Funkhouser // 27 January 2026

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    Artificial intelligence is no longer a novelty — it’s infrastructure. AI is becoming embedded in public services, health systems, finance, agriculture supply chains, and education. But as countries and companies race to deploy AI, one constraint will determine how far and how fast it spreads: electricity.

    Nuclear is the one technology that can reliably deliver carbon-free, always-on power at scale.

    The data centers powering AI and cloud computing are multiplying quickly, and each requires an enormous amount of reliable power. The International Energy Agency projects that by 2030, global data centers could consume as much electricity as Japan, the world’s fourth-largest economy, does today. Even modest growth in data-center demand can overwhelm grids that are already capacity-constrained.

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    More reading:

    ► The African continent is being forced into an energy paradox

    ► Beyond emissions: Rewiring development in the new energy era

    ► World Bank backs nuclear revival while gas stays a political fault line

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    Printing articles to share with others is a breach of our terms and conditions and copyright policy. Please use the sharing options on the left side of the article. Devex Pro members may share up to 10 articles per month using the Pro share tool ( ).
    The views in this opinion piece do not necessarily reflect Devex's editorial views.

    About the author

    • Erik Funkhouser

      Erik Funkhouser

      Erik Funkhouser is executive director of the Good Energy Collective, leading an independent think tank advancing responsible nuclear energy. His work spans global supply chains, equitable community engagement, and innovation policy. With over a decade in clean energy and climate leadership, he has led major initiatives across government, academia, and nonprofits.

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