Nuclear power is experiencing a notable revival in policy circles. The Trump administration has moved quickly on this front, drafting executive orders to accelerate plant construction, directing the Pentagon to explore reactor installations on military bases, and reshaping the regulatory landscape. A recent $900 million solicitation for small modular reactors (SMRs) has been modified to emphasize technical merit and streamline deployment.

But can America's nuclear renaissance actually deliver? Traditional nuclear plants remain staggeringly expensive—the recent Vogtle reactors in Georgia arrived seven years late and $35 billion over budget (the kind of numbers that make even venture capitalists nervous). A dozen startups are betting smaller, modular designs can slash costs and deployment times, but they face the triple threat of regulatory uncertainty, NIMBY resistance, and an energy market still obsessed with quarterly returns. Yet the alignment of energy security needs, climate goals, and now AI's voracious power requirements creates a potential inflection point for nuclear technology.

Joining us to explore these questions are Ed Petit de Mange, Director of Fuel Recycling at Oklo, whose next-generation microreactors can operate on recycled nuclear fuel; Patrick O'Brien, Director of Government Affairs at Holtec International, bringing decades of industry experience to the SMR revolution, Kathleen Nelson Romans, Head of Commercial Development at Aalo Atomics, whose compact reactors aim to serve rapidly deployable off-grid and microgrid applications, and Emmet Penney, energy writer and Senior Fellow at FAI, who provides critical context on nuclear's role in our energy transition.