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Nuclear fusion for AI: A pathway to power data centers sustainably

AIのための核融合:データセンターを持続可能に電力供給する道筋 (AI 翻訳)

Layla Araiinejad, Vineet Jagadeesan Nair

arXivプレプリント2026-08-11#エネルギー転換Origin: Global経営インパクト: コスト削減対象セクター: power
原典: https://arxiv.org/abs/2608.10454
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🤖 gxceed AI 要約

日本語

本論文は、急成長するAIデータセンターの電力需要に対して、核融合が持続可能な低炭素電源となり得るかを検討する。データセンターの負荷特性と核融合の高稼働率・ベースロード特性が整合し、第N世代の核融合概念はコスト競争力を持つ可能性がある。また、データセンターとの併設による送電網の負荷軽減や、安全性・廃棄物の面での優位性を指摘し、政策と産業計画での優先を提言する。

English

This perspective examines whether nuclear fusion can sustainably power AI-driven data centers. It finds that fusion's high capacity factor and firm baseload align well with data center load profiles, and Nth-of-a-kind fusion concepts may become cost-competitive. Co-location reduces transmission bottlenecks, and fusion's safety and waste advantages improve viability. The authors urge policy and industrial prioritization.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本では、GX基本方針や水素・アンモニアと並ぶ次世代エネルギーとして核融合が注目され、産学官連携で研究開発が進む。データセンターの電力需要増加は国内でも課題であり、本論文は日本のエネルギー政策や産業戦略に示唆を与える。

In the global GX context

Globally, this paper contributes to the discourse on decarbonizing the rapidly growing data center sector, which is under pressure from regulators and stakeholders. It positions fusion as a potential firm, low-carbon solution alongside renewables and fission, relevant to ISSB-aligned climate transition plans and energy procurement strategies.

👥 読者別の含意

🔬研究者:Provides a techno-economic framework for evaluating fusion as a data center power source, highlighting capacity factor and cost competitiveness.

🏢実務担当者:Offers insights for hyperscalers and energy buyers considering long-term PPAs or co-location with advanced nuclear technologies.

🏛政策担当者:Suggests policy support for fusion R&D and regulatory streamlining to enable its deployment for critical infrastructure.

📄 Abstract(原文)

This perspective examines whether nuclear fusion can provide a scalable, low-carbon power source for rapidly growing AI-driven data center demand. As large language models, cloud computing, and cryptocurrency mining accelerate electricity consumption growth, data centers are projected to account for a substantially larger share of U.S. and global electricity use in the coming decades, creating significant pressure on grid reliability and decarbonization goals. We evaluate the technical and economic alignment between data center load profiles and nuclear power, particularly fusion, through a comparative analysis of capacity factors, levelized cost of electricity, grid interconnection constraints, and deployment pathways. Unlike intermittent renewables, nuclear fission and fusion offer high-capacity-factor, firm baseload generation suited to AI training and inference workloads that require continuous, reliable power. Preliminary techno-economic analysis suggests that several Nth-of-a-kind fusion concepts, particularly magnetic confinement systems, may become cost-competitive with firmed renewable systems and advanced fission for hyperscale data center applications. Co-location of fusion plants with data centers further reduces transmission bottlenecks, improves resilience, and aligns with emerging hyperscaler procurement strategies. We also assess recent regulatory developments and argue that fusion's favorable safety profile and reduced waste burden improve its long-term social and political viability relative to fission. We conclude that fusion represents a strategically important pathway for sustainably powering next-generation computing infrastructure and should be prioritized in both policy and industrial deployment planning.

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gxceed は公開メタデータに基づく研究支援データセットです。要約・翻訳・解説は AI 支援で生成されています。 最終的な解釈・検証は利用者が原典資料に基づいて行うことを前提とします。