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2023-10-13

Microsoft wants to turn to nuclear power

To power its growing data centers, Microsoft appears poised to turn to nuclear energy and small modular reactors (SMRs) based on recent job listings, despite no official announcement.

Data centers and networks already consume 2-3% of global electricity. With technology proliferation, especially AI, demand will keep rising. Facing this, tech giants like Microsoft are rethinking energy strategies.

A new Microsoft role for a Head of Nuclear Energy Program involves developing an SMR-focused strategy. This includes partner selection, commercial implications, and integrating SMRs to supply data centers.

SMRs are an emerging nuclear fission technology with smaller manufactured reactor modules installed onsite. Although not yet commercialized, SMRs offer advantages like easier construction and lower costs.

If implemented, Microsoft's SMR adoption could significantly cut carbon emissions. However, uranium fuel supply and radioactive waste disposal remain challenges.

SMRs utilize high-assay low-enriched uranium (HALEU) mostly supplied by Russia presently. This supply chain faces threats given current geopolitical tensions.

While Microsoft's plans are unconfirmed, the job posting signals SMRs' potential to support immense data center energy needs. But issues around waste and fuel logistics must still be addressed.

The posting underscores how technology leaders are exploring next-gen nuclear power to sustain operations while achieving sustainability goals. But it remains complex.

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