⚡ US nuclear power buildout gets announced in 2025

“Generally, people don't welcome a nuclear reactor in their backyard... If people want to have fun with reactors, that's fine, have fun with reactors. But it's not a serious endeavor compared to the Sun. It's a fun science project... it's just peanuts compared to the Sun.”

“These are these very clean, meltdown proof nuclear energy production systems that are being deployed at scale in China now, and the US doesn't have any, and we have no path to getting these deployed.”

“So just to give credit where credit's due, I think all the stuff we're seeing on the small modular reactors at some level, owes its renaissance to AI and the energy demands of AI.”

“We have a trillion dollars now that we can put into nuclear power plants and these small modular reactors and that's what Lutnick said he wanted to spend it on.”

“scaling energy production, I personally think we need to fix the regulatory roadblocks in nuclear. And Chris Wright's been very vocal on this.”

“I mean, electrical production is fundamental to AI. If we do not significantly increase kind of domestic energy production and electricity generation, you know, we're already at a disadvantage to China. And I do think we want to close that kind of electrical generation gap as quickly as we can. You know, natural gas is great. Nuclear is great. Solar is great. Batteries are great. We need it all.”

“I still worry that with nuclear, the issue won't be the federal regulations. I think that it's good that the president cleaned it up. The real problem is going to be the local and state regulators and how quickly they're willing to turn these on. And the reality is that these are 10-year projects. And so even if you say go from today, the earliest these things can be turned on, really, in 2032, 2033 That's far too late.”

“but what I'm hopeful for is it creates a natural market force for nuclear and that we actually see a better proliferation in nuclear, which Secretary Wright has said, and President Trump signed these EOs a couple of weeks ago, to reduce the regulatory burden on nuclear and increase the ability for nuclear to proliferate much more quickly than has been the case historically.”

“The entire country knows that we need to win the AI race. The numbers are the numbers. You put up a chart like that, Thomas, and there's only one way for us to win, and that's to build more nuclear power plants.”

“I will tell you that there is a lot of capital, and we mentioned this last time, a lot of intellectual capital in the United States that's eager, hungry and ready to get moving on build out. The only thing that's challenged and the only thing that's holding it back is regulatory challenges, regulatory roadblocks.”

“So, you know, we expect and we think just the trend generally towards nuclear energy is going to continue. It's been proven in China. It's been proven in Europe. I think it will show to be a key part of the AI kind of arms race”

“My most anticipated trend is the announcement of buildout of nuclear power in the United States in 2025... nuclear is an inevitability... I know a lot of very smart people who have left very good jobs to start nuclear power companies in anticipation of this happening in 25. So I'm very bullish.”