Microsoft's Nuclear Energy Strategy

Microsoft's recent investment in a $100 billion infrastructure fund with BlackRock signals a significant shift towards nuclear energy as a core part of its future AI operations. They are revitalizing the Three Mile Island nuclear plant, which had been shut down in 2019, promising to purchase all the energy it can produce. This initiative stems from the necessity for scalable, stable energy to power burgeoning AI models and data centers, highlighting the technology's increasing energy demands. With the plant's revival projected to necessitate an investment of $1.6 billion and take four years to complete, this move represents a strategic response to both energy needs and the pursuit of cleaner energy sources.