Susana Schwartz
Nuclear power is the only carbon-free, 24/7 baseload power capable of meeting the massive energy and 5-9s (99.999%) reliability demands of modern data centers, but collocating data centers with nuclear plants is extremely complex and legally fraught with regulatory and liability issues, as well as very intricate contractual arrangements for direct sale of power, bilateral offtake agreements, or renewable offset and credit arrangements. Nuclear power for modern AI-driven data center demand will come in four phases, and expertise will be needed to navigatethe twists and turns of energy regulations, capital projects, finance and taxes. Today, RCRTech talks to Morgan Lewis Law Partner Arjun Ramadevanahalli and co-leader of data center initiatives Jane Acoomando about BYOP, BTM, and the how to get through the phases of nuclear power rollouts. Check it out, here.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Morgan Lewis talks nuclear for AI: Nuclear power is essential for modern data centers, but complex legal and regulatory hurdles require expertise in data center and large loads, as well as energy regulations, capital projects, finance and taxes.
Ericsson measured view on AI: Ericsson’s networks chief Per Narvinger points to three pillars to AI infrastructure: the model, the compute, the connectivity, and an inevitable shift in focus to the major changes AI will bring to network traffic patterns.
Precedence report on Japan DCs: The Japanese data center market will expand at an 8.36% CAGR between 2026 and 2035, with the market reaching $11.04 billion in 2025 thanks to digital transformation and 5G-driven edge computing.
AI Today: What You Need to Know
Nscale raises $2B at a 14.6B valuation: Nscale raised $2 billion at a $14.6 billion valuation. The Series C featured Nvidia and included Aker ASA and 8090 Industries, Astra, Citadel, Dell, Jane Street, Lenovo, Linden Advisors, Nokia and Point72.
Samsung boosts Groq chip production: Groq has reportedly asked Samsung to ramp up production for inference AI chip demand, but some question if Nvidia’s $20B deal with Groq will create a bottleneck in LLM inference workloads.
HPE earnings ‘litmus test’: As broader IT-hardware sectors slide, Hewlett Packard Enterprise’s Q1 earnings (after the market close) will be a “litmus test” of whether the Iran War and macro-economic tensions will slow enterprise AI spending.
Avel – Strata AI factories: AVEL and Strata Expanse launched the Amphix™ AI Infrastructure Platform across 30 U.S. sites, integrating site-ready land, power, cybersecure edge networking, certified compute stacks, and orchestration.
Semiconductor growth continues: The Semiconductor Industry Association said global semiconductor sales were $82.5 billion during the month of January 2026, an increase of 3.7% compared to the December 2025 total of $79.6 billion.
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