Update broader impacts: 560 TWh US datacenter demand by 2030 (de Roucy-Rochegonde & Buffard 2025, Ifri), recalculate cost figures
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@ -9,23 +9,20 @@ transmission losses and eliminate emissions from hydrocarbon-based
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alternatives. However, nuclear power economics at this scale demand careful
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attention to operating costs.
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\oldt{According to the U.S. Energy Information Administration's Annual
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\addedprose{According to the U.S. Energy Information Administration's Annual
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Energy Outlook 2022, advanced nuclear power entering service in 2027 is
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projected to cost \$88.24 per megawatt-hour~\cite{eia_lcoe_2022}. Datacenter
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electricity demand is projected to reach 1,050 terawatt-hours annually by
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2030~\cite{eesi_datacenter_2024}. If this demand were supplied by nuclear
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power, the total annual cost of power generation would exceed \$92 billion.
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Within this figure, operations and maintenance represents a substantial
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component. The EIA estimates that fixed O\&M costs alone account for \$16.15
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per megawatt-hour, with additional variable O\&M costs embedded in fuel and
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operating expenses~\cite{eia_lcoe_2022}. Combined, O\&M-related costs
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represent approximately 23--30\% of the total levelized cost of electricity,
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translating to \$21--28 billion annually for projected datacenter demand.}
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\newt{[DANE: Verify these figures are current. Check EIA Annual Energy
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Outlook 2024/2025 for updated LCOE projections. The \$88.24/MWh,
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\$16.15/MWh O\&M, and datacenter demand projections may have newer
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sources.]}\dasinline{Check all of this math and update if newer sources
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exist.}
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projected to cost \$88.24 per megawatt-hour~\cite{eia_lcoe_2022}. In the
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United States alone, datacenter electricity consumption could reach 560
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terawatt-hours by 2030---up from 4\% to 13\% of total national electricity
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consumption~\cite{deroucy_ai_2025}. If this demand were supplied by nuclear
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power, the total annual cost of power generation would reach approximately
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\$49 billion. Within this figure, operations and maintenance represents a
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substantial component. The EIA estimates that fixed O\&M costs alone account
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for \$16.15 per megawatt-hour, with additional variable O\&M costs embedded
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in fuel and operating expenses~\cite{eia_lcoe_2022}. Combined, O\&M-related
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costs represent approximately 23--30\% of the total levelized cost of
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electricity, translating to \$11--15 billion annually for projected U.S.
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datacenter demand alone.}
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This research directly addresses the multi-billion-dollar O\&M cost challenge
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through high-assurance autonomous control. Current nuclear operations require
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@ -431,3 +431,12 @@ To achieve this, we develop a hybrid automaton model of SmAHTR and formally veri
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year = {2004},
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keywords = {Continuous State, Discrete Transition, Hybrid System, Integral Constraint, Reachability Analysis},
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}
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@techreport{deroucy_ai_2025,
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title = {AI, Data Centers and Energy Demand: Reassessing and Exploring the Trends},
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author = {de Roucy-Rochegonde, Laure and Buffard, Adrien},
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institution = {French Institute of International Relations (Ifri)},
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year = {2025},
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type = {Ifri Papers},
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isbn = {979-10-373-1000-2}
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}
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