---
title: "Global energy transition reshapes as nuclear surges and AI strains grids"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/292395825.md"
description: "The global energy transition is shifting as nuclear power sees a revival driven by demand for reliable baseload, while AI's rapid growth strains grids and increases emissions, exemplified by Microsoft's 25% rise in 2025. Despite strong clean energy spending, supply chain issues, policy changes, and grid limitations pose significant threats to long-term momentum."
datetime: "2026-07-12T07:51:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/292395825.md)
  - [en](https://longbridge.com/en/news/292395825.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/292395825.md)
generator: "portal-rs"
---

# Global energy transition reshapes as nuclear surges and AI strains grids

Nuclear revival: Rising demand for reliable baseload power is fueling investment in nuclear, from large plants to small modular reactors. AI’s energy toll: Microsoft’s 2025 emissions jumped 25% as AI data center growth outpaced its decarbonization efforts. Resilient but uneven: Clean energy spending stays strong, but supply chain, policy shifts, and grid limits threaten long-term momentum.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**