October 2025 saw a notable upswing in global equity markets, with artificial intelligence (AI) emerging as a key driver of investor enthusiasm.
In the United States, major indices closed the month firmly in the green, buoyed by strong third-quarter earnings and renewed confidence in AI’s transformative potential.
Tech giants such as Nvidia, Amazon, and Palantir posted robust results, reinforcing the narrative that AI is not just hype—it’s reshaping business fundamentals.
Nvidia’s leadership in AI chips and Amazon’s expanding AI-driven logistics were particularly well received, while Palantir’s government contracts underscored AI’s strategic reach.
The Federal Reserve’s decision to cut interest rates by 0.25% added further momentum, making growth stocks more attractive and amplifying the rally in AI-heavy portfolios.
Analysts noted that investor sentiment was bolstered by easing trade tensions and a cooling inflation outlook, but it was AI’s ‘secular tailwind of extreme innovation’ that truly captured market imagination.
While some caution that valuations may be running hot, the October 2025 rally suggests that AI is now central to market dynamics. A pullback is likely soon.
As 2025 draws to a close, investors are watching closely to see whether the optimism translates into durable gains—or signals the start of an AI bubble.
Google’s nuclear pivot aligns with green energy goals—but contrasts sharply with Alaska’s oil expansion, which raises environmental concerns
Google’s move to restart the Duane Arnold nuclear plant in Iowa is part of a broader strategy to power its AI infrastructure with carbon-free energy.
Nuclear fission, while controversial, is considered a low-emissions source and offers round-the-clock reliability—something solar and wind can’t always guarantee.
By locking in a 25-year agreement with NextEra Energy, Google aims to meet its AI demands while staying on track for net-zero emissions by 2030.
Why Nuclear Fits the Green Energy Puzzle
Zero carbon emissions during operation make nuclear a strong contender for clean energy.
High energy density means a small footprint compared to solar or wind farms.
24/7 reliability is crucial for powering AI data centres, which can’t afford downtime.
Google’s plan reportedly includes exploring modular reactors and integrating nuclear into its broader clean energy mix.
However, nuclear isn’t without its critics.
Concerns include
Radioactive waste management and long-term storage.
High upfront costs and long construction timelines.
Public resistance due to safety fears and historical accidents.
Alaska’s Oil Recovery: A Different Direction
In stark contrast, the Trump administration has announced plans to open 82% of Alaska’s National Petroleum Reserve for oil and gas drilling.
This includes parts of the Arctic National Wildlife Refuge, home to polar bears, migratory birds, and Indigenous communities.
The move is framed as a push for energy independence and economic growth, but it’s drawing criticism for its environmental impact:
Habitat disruption for Arctic wildlife and fragile ecosystems.
Reversal of previous protections, sparking legal and activist backlash.
The Bigger Picture
Google’s nuclear strategy represents a tech-led green energy evolution, while Alaska’s oil expansion reflects a traditional fossil fuel revival.
The juxtaposition highlights a growing divide in U.S. energy policy: one path leans into innovation and sustainability, the other doubles down on extraction and short-term gains.
Nuclear power produces virtually no carbon emissions during operation, making it one of the cleanest sources of large-scale, continuous energy—though waste disposal and safety remain key challenges.
But…
Nuclear power is clean in terms of carbon emissions, but its waste remains a long-term challenge—requiring secure containment for thousands of years.
While nuclear energy produces virtually no greenhouse gases during operation, it generates radioactive waste that must be carefully managed.
Here’s how the waste issue fits into the broader energy conversation
What Is Nuclear Waste?
High-level waste: Spent fuel from reactors, highly radioactive and thermally hot. Requires cooling and shielding.
Intermediate and low-level waste: Contaminated materials like tools, clothing, and reactor components. Less dangerous but still regulated.
How Is It Managed?
Short-term: Stored on-site in cooling pools or dry casks.
Long-term: Plans for deep geological repositories—sealed underground vaults designed to isolate waste for 10,000+ years.
UK example: The Low Level Waste Repository in Cumbria is being capped with engineered barriers to prevent environmental leakage.
France: Reprocesses spent fuel to reduce volume and reuse materials, though still produces waste.
Japan: Actively searching for a permanent disposal site, with local politics shaping progress.
Innovations and Controversies
New reactor designs aim to produce less waste or use existing waste as fuel.
Deep Fission’s concept: Building reactors in mile-deep shafts that could be sealed permanently.
Public concern: Waste disposal remains a top reason for nuclear opposition, especially in regions like Taiwan
What about greenhouse gasses emitted building a plant and the operation?
Nuclear power emits very low greenhouse gases during operation, but construction and fuel processing do produce emissions—though still far less than fossil fuels over the plant’s lifetime.Dealing with the waste is the real issue.
Here’s a breakdown of the full lifecycle emissions:
Lifecycle Emissions of Nuclear Power
According to the World Nuclear Association and IEA
Construction phase: Building a nuclear plant involves concrete, steel, and heavy machinery—materials and processes that emit CO₂. This upfront carbon cost is significant but amortised over decades of clean operation.
Fuel cycle: Mining, enriching, and transporting uranium also produce emissions, though modern methods are improving efficiency. Operation phase: Once running, nuclear plants emit virtually no greenhouse gases. They don’t burn fuel, so there’s no CO₂ from combustion. Decommissioning: Dismantling old plants and managing waste adds a small carbon footprint, but it’s minor compared to fossil fuel alternatives.
How Nuclear Compares to Other Energy Sources
Energy Source
Lifecycle CO₂ Emissions (g/kWh)
Coal
820
Natural Gas
490
Solar PV
48
Wind
12
Nuclear
12
Sources: World Nuclear Association
Nuclear’s carbon profile is front-loaded: it costs carbon to build, but pays back in decades of clean power. Compared to fossil fuels, it’s a dramatic improvement.
And unlike solar or wind, it’s not weather-dependent—making it ideal for powering AI data centres that demand constant uptime.
Still, critics argue that the slow build time and high capital cost make nuclear less agile than renewables. Others point out that waste management and public trust remain unresolved.
In a bold move that signals the escalating energy demands of artificial intelligence, Google has announced plans to invest heavily in nuclear power to fuel its data centres.
As AI models grow more complex and compute-intensive, the tech giant is turning to atomic energy as a stable, carbon-free solution to meet its insatiable appetite for electricity.
The shift comes amid mounting scrutiny over the environmental impact of AI. Training large language models and running real-time inference across billions of queries requires vast amounts of energy—often sourced from fossil fuels.
Google’s pivot to nuclear is both a strategic and symbolic gesture: a commitment to sustainability, but also a recognition that the AI era demands a fundamentally different energy paradigm.
SMR’s
At the heart of this initiative is Google’s partnership with advanced nuclear startups exploring small modular reactors (SMRs) and next-generation fission technologies.
Unlike traditional nuclear plants, SMRs are designed to be safer, more scalable, and quicker to deploy—making them ideal for powering decentralised data infrastructure.
Google’s goal is to integrate these reactors directly into its cloud and AI campuses, creating a closed-loop ecosystem where clean energy powers the very machines shaping the future.
Critics, however, warn of the risks. Nuclear waste, regulatory hurdles, and public perception remain significant barriers.
Some environmentalists argue that the urgency of the climate crisis demands faster, more proven solutions like solar and wind. Yet others see nuclear as a necessary complement—especially as AI accelerates demand beyond what renewables alone can supply.
This isn’t Google’s first foray into atomic ambition. In 2022, it backed nuclear fusion research through its DeepMind subsidiary, applying AI to optimise plasma control.
Now, with fission in focus, the company appears determined to lead not just in AI innovation, but in the infrastructure that sustains it.
The implications are profound. If successful, Google’s nuclear strategy could set a precedent for the entire tech industry, reshaping how data is powered in the 21st century.
It also raises deeper questions: Can the tools of the future be truly sustainable? And what does it mean when the intelligence we build begins to reshape the energy systems that built us?
One thing is clear—AI isn’t just changing how we think. It’s changing what we power, and how we power it.