China sees nuclear power as the answer to one of artificial intelligence’s biggest hurdles: electricity supply. As AI systems advance, they require massive amounts of energy for data processing. Industry figureheads, such as Jensen Huang, have dubbed AI “tokens” the “new oil,” highlighting the exploding need for computational capability.
To meet this escalating demand, China is placing its bets on small modular reactors (SMRs). These are more compact and adaptable nuclear facilities designed to be situated nearer to data centers. SMRs are less complex to deploy than conventional nuclear power plants and can deliver the consistent, 24/7 power crucial for AI operations.
The flagship undertaking in this sector is the Linglong One reactor, engineered by the China National Nuclear Corporation. Recognized as the globe’s inaugural commercial, land-based SMR, its construction is nearing completion, currently standing at about 90%. Once operational, it’s projected to generate roughly 1 billion kilowatt-hours of electricity annually, leading to a substantial reduction in carbon emissions.
Furthermore, China intends to establish an industrial zone on Hainan Island that will integrate nuclear energy generation with vast computing infrastructure. The aim is to cultivate a carbon-neutral, green ecosystem dedicated to artificial intelligence. This initiative has been designated a high-priority item within the nation’s governmental agenda slated for execution through 2026.
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