Nuclear & Gas: Powering the Next 50 GW
Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. Ranked by time-to-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 Sep 29, 2026
| ISO / RTO | Demand (GW) |
|---|---|
| PJM | 87.7 |
| MISO | 71.9 |
| ERCOT | 57.9 |
| SPP | 31.8 |
| CAISO | 22.9 |
| NYISO | 15.7 |
| ISO-NE | 12.8 |
| Generation source | Share |
|---|---|
| Natural Gas | 44% |
| Nuclear | 18.4% |
| Coal | 16.6% |
| Solar | 7.5% |
| Wind | 6.6% |
| Hydro | 4.7% |
Nuclear & Gas: Powering the Next 50 GW
Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. Ranked by time-to-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. Ranked by time-to-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. Explore the underlying data on the power, policy, markets, and map pages.