Nuclear & Gas: Powering the Next 50 GW
Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. What is real, what is hype, and what comes online this decade.
What this report covers
- Behind-the-meter and on-site gas generation
- Nuclear restarts and SMR timelines vs. reality
- Firm-power economics for 24/7 AI load
- Emissions and policy crosswinds
The data behind it
The analyst research builds on our live power & grid data, shown here in full. The interpretation, outlook, and models are the part you can’t auto-generate — that’s the premium report.
Electricity demand by ISO/RTO (EIA) · live site data as of Jun 17, 2026
| ISO / RTO | Demand (GW) |
|---|---|
| PJM | 112.3 |
| MISO | 90.5 |
| ERCOT | 77.9 |
| SPP | 48.6 |
| CAISO | 31.8 |
| NYISO | 19.8 |
| ISO-NE | 16 |
| Generation source | Share |
|---|---|
| Natural Gas | 39.1% |
| Nuclear | 18.8% |
| Coal | 15.3% |
| Solar | 9.8% |
| Wind | 9.1% |
| Hydro | 6.1% |
Nuclear & Gas: Powering the Next 50 GW — launching Q3
Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. What is real, what is hype, and what comes online this decade.
- Behind-the-meter and on-site gas generation
- Nuclear restarts and SMR timelines vs. reality
- Firm-power economics for 24/7 AI load
- Emissions and policy crosswinds
Included with a paid plan — built for analyst, investor & institutional users.
About “Nuclear & Gas: Powering the Next 50 GW”
Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. What is real, what is hype, and what comes online this decade. It is part of our premium analyst research — interpretation, forward outlooks, and models that go beyond the free data reports, included with a paid plan. Launching Q3. Explore the underlying data on the power, policy, markets, and map pages.