{"id":624376,"date":"2025-12-10T14:33:18","date_gmt":"2025-12-10T14:33:18","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/624376\/"},"modified":"2025-12-10T14:33:18","modified_gmt":"2025-12-10T14:33:18","slug":"britains-nuclear-lag-could-cost-its-ai-crown","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/624376\/","title":{"rendered":"Britain&#8217;s nuclear lag could cost its AI crown"},"content":{"rendered":"<p>\t\t\tWednesday 10 December 2025 12:21 pm\n\t\t\t<\/p>\n<p>\t\t\tShare<\/p>\n<ul>\n<li class=\"social-share__popup-item\">\n<p>\t\t\t\t\t\tFacebook\t\t\t\t\t\tShare on Facebook\n\t\t\t\t<\/li>\n<li class=\"social-share__popup-item\">\n<p>\t\t\t\t\t\tX\t\t\t\t\t\tShare on Twitter\n\t\t\t\t<\/li>\n<li class=\"social-share__popup-item\">\n<p>\t\t\t\t\t\tLinkedIn\t\t\t\t\t\tShare on LinkedIn\n\t\t\t\t<\/li>\n<li class=\"social-share__popup-item\">\n<p>\t\t\t\t\t\tWhatsApp\t\t\t\t\t\tShare on WhatsApp\n\t\t\t\t<\/li>\n<li class=\"social-share__popup-item\">\n<p>\t\t\t\t\t\tEmail\t\t\t\t\t\tShare on Email\n\t\t\t\t<\/li>\n<\/ul>\n<p><img width=\"742\" height=\"495\" src=\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/12\/National-Grid-1200-x-800-1.jpeg\" class=\"media \" alt=\"National Grid has raised billions from investors for the energy transition\" fetchpriority=\"high\" loading=\"eager\" decoding=\"sync\"  \/>\t\tBritain currently hands out grid connections on a ten year timetable\t<\/p>\n<p>Britain\u2019s AI boom is running straight into an energy wall, and nuclear power was supposed to act as its crutch to get around it.<\/p>\n<p>Instead, the government has hit pause, just as data centre demand is set to explode, leading investors wondering whether the UK risks talking itself out of its opportunity.<\/p>\n<p>Recent analysis from the Nuclear Industry Association and Oxford Economics warned that data-centre electricity demand will jump more than fivefold by 2030, swallowing nearly nine per cent of the UK\u2019s total power use.<\/p>\n<p>The AI labs and hyperscalers behind that surge want plug in-ready, 24\/7 power, all within two years. Britain currently hands out grid connections on a ten year timetable.<\/p>\n<p>This forms the backdrop to Rachel Reeves\u2019 decision to stall a sweeping package of planning reforms that had promised to finally streamline nuclear development.<\/p>\n<p>Consultancy firm Fingleton\u2019s review, <a href=\"https:\/\/www.cityam.com\/labour-to-hold-fire-on-fish-disco-nuclear-power-reform-due-to-legal-advice\/\" target=\"_blank\" rel=\"noopener noreferrer\">which coined the now-infamous \u2018fish disco\u2019<\/a> as a symbol of regulatory overreach, was meant to clear undergrowth.<\/p>\n<p>But instead, concerns raised by one adviser sent the whole thing into the long grass for so-called \u201cfurther work.\u201d<\/p>\n<p>George Borovas, head of Hunton Andrews Kurth\u2019s global nuclear practice, told City AM: \u201cNuclear projects are always difficult. They take a long time and the costs are enormous\u2026 so you need consistency, you need predictability.\u201d<\/p>\n<p>Predictability isn\u2019t what investors are seeing right now. \u201cWhenever governments create situations where things are unpredictable, that creates nervousness\u201d, he said. \u201cYou want everything else to be smooth.\u201d<\/p>\n<p>He added that this is happening at exactly the wrong moment. A few years ago, hyperscalers obsessed over renewable sources.<\/p>\n<p>\u201cNow they\u2019re focusing on nuclear\u201d, Borovas added. \u201cUsing nuclear is no longer an option, it\u2019s kind of a must.\u201d<\/p>\n<p>Still, Britain is competing with countries willing to guarantee the power AI firms need. \u201cIf a country does not offer 24\/7 predictable power, they will go to other countries\u201d, he said.<\/p>\n<p>\t\t\t\t\tRead more<\/p>\n<p>\t\t\t<a class=\"read-more__link\" href=\"https:\/\/www.cityam.com\/labour-to-hold-fire-on-fish-disco-nuclear-power-reform-due-to-legal-advice\/\" target=\"_blank\" rel=\"noopener noreferrer\">Labour to hold fire on \u2018fish disco\u2019 nuclear power reform due to \u2018legal advice\u2019<\/a><\/p>\n<p>\tWylfa finally moves<\/p>\n<p>On a brighter note, the government has picked <a href=\"https:\/\/www.onr.org.uk\/our-work\/what-we-regulate\/sellafield-decommissioning-fuel-and-waste\/sites\/wylfa\" target=\"_blank\" rel=\"noopener noreferrer\">Wylfa, <\/a>in Anglesea, to host the UK\u2019s first three Rolls-Royce small modular reactors (SMRs) \u2013 which are used to deliver more reliable, low-carbon nuclear power.<\/p>\n<p>After years of false starts and Hitachi\u2019s \u00a32.1bn write off, it\u2019s a step in the right direction. It could anchor thousands of jobs on British soil, as well as a UK SMR supply chain.<\/p>\n<p>But these SMRs won\u2019t serve as a silver bullet. \u201cThe challenge is putting the project structures together so you can keep replicating and keep building them\u201d, said Borovas. \u201cFleets tend to be successful. Individual projects are difficult.\u201d<\/p>\n<p>Investors have been wooed by the idea of SMR firms. But, \u201cif you\u2019re investing in a project, that\u2019s a tougher sell.\u201d<\/p>\n<p>And, the UK\u2019s construction timelines remain stubbornly at odds with the AI sector\u2019s. Data centres need power now, to match demand.<\/p>\n<p>Yet, \u201cif you tell any nuclear developer in 2025, you\u2019re going to have a plant running by 2030.\u201d<\/p>\n<p>UK financing model<\/p>\n<p>Still, the UK has a genuine advantage, in the form of its nuclear financing model.<\/p>\n<p>In that sense, \u201cthe UK is actually at the forefront\u201d, Borovas told City AM, praising the CFD structure and the move toward Thames Tideway-style risk-sharing.<\/p>\n<p>Which is why today\u2019s pause hits at such a prime moment, with Britain having built a model the industry respects, and now hesitating on the reforms needed to scale.<\/p>\n<p>If ministers want the UK to lead in the AI race, nuclear has to move faster to keep up pace. And to facilitate that, clearer planning, shorter timelines and clear regulation are needed.<\/p>\n<p>\u201cIf you don\u2019t supply the energy, the companies are just going to leave\u201d, added Borovas. And it looks like the UK has seen enough of that alread.y<\/p>\n<p>\t\t\t\t\tRead more<\/p>\n<p>\t\t\t<a class=\"read-more__link\" href=\"https:\/\/www.cityam.com\/britain-cant-grow-while-were-spending-700m-to-save-the-life-of-a-fish\/\" target=\"_blank\" rel=\"noopener noreferrer\">Britain can\u2019t grow while we\u2019re spending \u00a3700m to save the life of a fish<\/a><\/p>\n<p>\t\tSimilarly tagged content: <\/p>\n<p>\t\t\tSections\t\t<\/p>\n<p>\t\t\tCategories\t\t<\/p>\n<p>\t\t\tPeople &amp; Organisations\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"Wednesday 10 December 2025 12:21 pm Share Facebook Share on Facebook X Share on Twitter LinkedIn Share on&hellip;\n","protected":false},"author":2,"featured_media":624377,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3163],"tags":[323,89969,193982,1942,51,96840,193983,129731,12,1767,193984,50454,326,53,16,15],"class_list":{"0":"post-624376","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-boom","10":"tag-ai-lab","11":"tag-artificial-intelligence","12":"tag-business","13":"tag-data-centre","14":"tag-fish-disco","15":"tag-hyperscaler","16":"tag-news","17":"tag-nuclear","18":"tag-nuclear-industry-association","19":"tag-oxford-economics","20":"tag-tech","21":"tag-technology","22":"tag-uk","23":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115695767846665859","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/624376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=624376"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/624376\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/624377"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=624376"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=624376"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=624376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}