
Regional Insights
Transformation as Strategy: The Data Center Race: Can Nuclear Meet America's Energy Demand?
The rapid growth of AI and data centers is reshaping America's energy landscape—and creating unprecedented demand for reliable power. In this episode, Mike Granowski, Partner and Head of Energy & Utilities in North America at Roland Berger, explores why nuclear energy has re-emerged as a leading solution to support the next wave of digital infrastructure. Mike breaks down how hyperscalers and data center operators are securing power today, why major technology companies are investing in nuclear partnerships, and what makes small modular reactors (SMRs) and next-generation nuclear technologies different from the reactors of the past. He also discusses the key challenges facing nuclear deployment—from fuel supply and workforce shortages to regulation and financing and shares his perspective on what the U.S. energy mix could look like by 2050. Whether you're tracking AI growth, energy markets, infrastructure investment, or the future of clean power, this conversation offers a timely look at one of the most important trends shaping the economy. Listen now to learn why the future of AI may depend on the future of nuclear energy, and what leaders should be watching next.






