Nuclear energy is becoming central to data center power strategy. With 15 reactors expected online in 2026 and hyperscalers signing multi-decade agreements, nuclear offers what solar and wind cannot: dispatchable carbon-free baseload power. This episode examines the nuclear pipeline and its implications for AI infrastructure.

Key topics covered:

• BloombergNEF projection of 15 reactors and 12 GW in 2026
• Three Mile Island restart for Microsoft data centers
• Amazon's $20 billion nuclear-powered data center investment
• Google and Kairos Power 500 MW SMR partnership
• Meta's 6.6 GW nuclear energy agreement

Related keywords: nuclear power data centers, SMR data centers, Three Mile Island Microsoft, Kairos Power Google, nuclear energy AI, reactor restart data centers

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