AWS says Britain needs more nuclear power to feed AI datacenter surge
- Reference: 1747398558
- News link: https://www.theregister.co.uk/2025/05/16/amazon_nuclear_power_britain/
- Source link:
In an interview with the [1]BBC , AWS chief executive Matt Garman said the world is going to have to build new technologies to cope with the projected energy demands of all the bit barns that are planned to support AI.
"I believe nuclear is a big part of that, particularly as we look ten years out," he said.
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AWS has already confirmed [3]plans to invest £8 billion ($10.6 billion) on building out its digital and AI infrastructure in Britain between now and the end of 2028 to meet "the growing needs of our customers and partners."
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Yet the cloud computing arm of Amazon isn't the only biz popping up new bit barns in Blighty. Google started [6]building a $1 billion campus at Waltham Cross near London last year, while Microsoft began construction of the [7]Park Royal facility in West London in 2023, and made public its plans for another datacenter on the [8]site of a former power station in Leeds last year.
Earleir this year, approval was granted for what is set to become [9]Europe's largest cloud and AI datacenter at a site in Hertfordshire, while another not far away has just been [10]granted outline planning permission by a UK government minister, overruling the local district authority.
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This activity is accelerating thanks to the government's [12]AI Opportunities Action Plan , which includes streamlined planning processes to expedite the building of more data facilities in the hope this will drive AI development.
As The Register has previously reported, the infrastructure needed for AI is getting more power-hungry with each generation, and the datacenter expansion to serve the growth in AI services has led to concerns over the amount of energy required.
Global consumption by bit barns is forecast to [13]more than double by 2030 , the International Energy Agency (IEA) recently warned, while National Grid in the UK estimated it will [14]grow 500 percent over the next decade in this country.
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Concerns are high enough that the UK government formed an AI Energy Council, which [16]met for the first time recently , to ensure the country's energy infrastructure can cope with the strain of all the planned facilities.
Much of its focus appears to be on upgrading the electricity grid and ensuring requests to be connected are served in a timely manner, rather than bringing more energy generation to the table.
"AI is driving exponential demand for compute, and that means power. Ultimately, a long-term, resilient energy strategy is critical," said Séamus Dunne, managing director in the UK and Ireland for datacenter biz Digital Realty.
"For the UK to stay competitive in the global digital economy, we need a stable, scalable, and low-carbon energy mix to support the next generation of data infrastructure. With demand already outpacing supply, and the UK aiming to establish itself as an AI powerhouse, it's vital we stay open to a range of solutions. That also means building public trust and working with government to ensure the grid can keep pace."
Garman told the BBC that nuclear is a "great solution" to datacenter energy requirements as it is "an excellent source of zero-carbon, 24/7 power."
[17]Microsoft wants us to believe AI will crack practical fusion power, driving future AI
[18]Google tries to greenwash massive AI energy consumption with another vague nuclear deal
[19]Datacenters selling power back to the grid? Don't bet on it, say operators
[20]AI is making hyperscalers' sustainability pledges look more and more like a Hail Mary
This might be true, but new atomic capacity simply can't be delivered fast enough to meet near-term demand, as we [21]reported earlier this year . The World Nuclear Association says that an atomic plant typically takes at least five years to construct, whereas natural gas plants are often built in about two years.
Construction on the UK's Hinkley Point C nuclear power station in Somerset started in 2017, but is not expected to be [22]operational before 2030 .
"Undoubtedly, nuclear energy will serve as part of the world's energy mix for years to come," Canalys principal ESG analyst Elsa Nightingale told The Register . "However, investing heavily in nuclear energy doesn't address the core issue. For one, nuclear projects have long lead times while AI's energy demands are coming now."
Some of the hyperscale tech firms such as [23]Google and [24]Amazon are investing in technology such as small modular reactors (SMRs) to either feed the grid or power their datacenters directly, but this is immature technology that isn't expected to be ready before 2030.
Small wonder that Garman says AWS is looking ten years out when he talks about nuclear.
We asked the UK government's Department for Energy Security and Net Zero (DESNZ) about Garman's comments, and a spokesperson told us: "Our Clean Power Action Plan will enable the development and growth of new energy-intensive industries such as datacenters."
"We are also reforming the outdated connections process, freeing up grid capacity to make it easier for datacenters to secure a timely connection." ®
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[1] https://www.bbc.co.uk/news/articles/cewd5014wpno
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_specialfeatures/aiinfrastructuremonth&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2aCdhH5tlUxf2v1Zuvy3gjgAAAhE&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] https://www.theregister.com/2024/09/11/amazon_uk_datacenter_investment/
[4] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_specialfeatures/aiinfrastructuremonth&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44aCdhH5tlUxf2v1Zuvy3gjgAAAhE&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[5] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_specialfeatures/aiinfrastructuremonth&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33aCdhH5tlUxf2v1Zuvy3gjgAAAhE&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[6] https://www.theregister.com/2024/01/22/google_building_datacenter_campus_on/
[7] https://local.microsoft.com/blog/park-royal-datacentre-construction-overview/
[8] https://www.bbc.co.uk/news/articles/cy79eww4g8go
[9] https://www.theregister.com/2025/01/24/uk_mega_datacenter_approved/
[10] https://www.theregister.com/2025/05/16/uk_overrules_local_council_approve_datacenter/
[11] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_specialfeatures/aiinfrastructuremonth&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44aCdhH5tlUxf2v1Zuvy3gjgAAAhE&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[12] https://www.theregister.com/2025/01/13/uk_government_ai_plans/
[13] https://www.theregister.com/2025/04/12/ai_double_datacenter_energy/
[14] https://www.theregister.com/2024/03/27/ceo_of_uks_national_grid/
[15] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_specialfeatures/aiinfrastructuremonth&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33aCdhH5tlUxf2v1Zuvy3gjgAAAhE&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[16] https://www.theregister.com/2025/04/10/uk_ai_energy_council_meets/
[17] https://www.theregister.com/2025/05/09/microsoft_ai_fusion/
[18] https://www.theregister.com/2025/05/07/google_signs_another_nuclear_deal/
[19] https://www.theregister.com/2025/04/17/datacenters_feed_energy_back_unrealistic/
[20] https://www.theregister.com/2025/04/12/ai_hyperscalers_sustainability/
[21] https://www.theregister.com/2025/03/12/push_for_nuclear/
[22] https://www.world-nuclear-news.org/articles/edf-announces-hinkley-point-c-delay-and-big-rise-i
[23] https://www.theregister.com/2024/10/15/google_kairos_smr_nuclear_investment/
[24] https://www.theregister.com/2024/10/16/amazon_nuclear_smr/
[25] https://whitepapers.theregister.com/
Re: Yes, but then again, No.
Given that we're already importing near continuously 3-6GW of leccy, a couple of extra full fat reactor sites won't be short of customers regardless of the bit barns existing or not.
Re: Yes, but then again, No.
I'm not disagreeing with you, but why are we also exporting electricity when we are in a deficit?
n 2018, the annual production of electricity in Wales was 30.2 TWh and consumed 14.9 TWh, which means that Wales generates twice as much electricity as it consumes and is a net exporter of electricity to England, Ireland and Europe. - https://www.gov.wales/sites/default/files/publications/2019-10/energy-generation-in-wales-2018.pdf
Re: Yes, but then again, No.
Mostly due to grid constraints. If we can't move it within our own country to where its needed we might be able to sell it to Europe via the interconnects. Its not often and pretty piddling amounts compared to what we regularly import. Ireland does take a pretty steady supply from the UK however. How many of those electrons speak with a Welsh accent is difficult to measure.
An interesting case is when our windmills are going full tilt and the wholesale price craters the Norway interconnect consumes from us to refill their reservoirs for free which they can then sell back to us later. Most days it runs full tilt towards us. Must be a nice little earner...
https://grid.iamkate.com/
Re: Yes, but then again, No.
We could dam up a few Scottish glens and do the same trick, that'd eventually save a bundle.
Re: Yes, but then again, No.
> Kicking it off to serve the current AI bubble is pointless since there's a 99% chance* that will have burst before the first reactor is designed
The truly scary prospect is that the bubble may not burst.
The current business model is to foist AI on you - it is rapidly becoming harder to opt out - and to fund and monetise it by slurping your data and using it to hurl advertising back in your face. Who's to say that this is not, in fact, a sustainable model?
> with a 0.99% chance that AI will work as intended
Perhaps it already is - it's just that "work" and "intended" do not mean what you thought they did (see above).
Alternatively..
... just less AI?
Re: Alternatively..
But then how will we be a powerhouse???
... whatever the fuck that even means...
Re: Alternatively..
Alternatively if AI can teach us how to deliver a nuclear powerhouse on time and on budget it may just have a future ... Just sayin'
EDIT: AI appears to have taken over administration of this forum or the SysAdmin has had one too many at lunchtime and shared their instability .. hence double posts, missing pages ....
Re: Alternatively..
Less AI? But we must close the AI gap with the commies!
Apologies to Dr. Strangelove. ------------------------------>>>>>>>>>>>
AWS is welcome to start spending on nuclear build
... just not in my backyard, or anywhere else on the planet.
Nuclear may be a very pleasant and interesting technical exercise (and even eventually delivers—up to a point), but as a socially responsible exercise in affordable financing and practical sustainability: FOAD.
I listened to the interview on this morning's 'Today' and the guy came across as just another self-absorbed money-grubber, i.e. "You (the people) take all the risk, and we'll take all the money. Cheers".
Well see...
.. .it goes to eleven, right?
Shirley one should turn that around ...
Britain demands AWS prove that AI datacenter surge will provide enough benefit to justify more spending on nuclear power.
I mean, have YOU ever seen a real, old-fashioned business plan out of any AI company?
If AWS want Nuclear power then
for their AI DC, they can pay for it. Otherwise FSCK OFF.
AI is a bubble that will burst in 12-18 months. People will get fed up with the shite coming out of the LLM's
Garbage In, Garbage Out.
Hmm
Almost as though the money that has been thrown into energy generation should have gone into... energy generation. We could have had reliable and affordable energy. But with econuts like Clegg and seemingly most people opposing nuclear and the green madness opposing energy generation in general we can be proud of our high energy costs and being close to blackouts at winter.
Yes, but then again, No.
Nuclear power is a useful contributor to carbon neutral power generation. Europe (and it's semi-detached neighbour, the UK) would benefit from more of that.
Kicking it off to serve the current AI bubble is pointless since there's a 99% chance* that will have burst before the first reactor is designed, let along got through planning approval.
* with a 0.99% chance that AI will work as intended and provide us with smarter and smarter machines designing portable fusion generators and a 0.01% chance that it will work not as intended and make us it's duracell bunny bitches ala The Matrix