We’re not adding solar fast enough and are still struggling with storage. This would be a great way to bridge the gap. Not if the data centers consume all this new energy of course which seems to be what’s happening. Maybe after everyone has turned their own portrait into a studio ghibli picture we can go back and use that new, clean energy to solve the climate crisis.
The deployment of solar is growing exponentially, with its total capacity doubling roughly every three years. Wind is growing at a similar rate. Renewables currently already account for 30% of the global electricity production, and we're seeing projections of over 45% in 2030.
Assuming the projected 2025-2030 installation speed is realistic and flattens out - bit "if", but not completely unrealistic - that means we'd be looking at 75% renewables in 2040 and 90% renewables in 2045.
Nuclear reactors take 15 to 20 years to build, and it'd take an additional year or 5-10 to scale up construction capacity. If we go all-out on nuclear now, that means significant nuclear power starts coming online in 20-25 years - so 2045-2050. At that point there is no more renewables gap left to bridge. There might be a small niche left for it if there is going to be essentially zero innovation in storage and short-term peaker plants, but who's going to bet billions on that?
Nuclear would've been nice if we built massive amounts of it 30 years ago, but we didn't. But starting a large-scale nuclear rollout in 2025? It just doesn't make sense.