Small modular reactors have become the energy solution every AI company wants to talk about. But the timeline reality is stark: the earliest SMR-powered data centers won't come online until late 2027 at the absolute earliest, with more realistic estimates pointing to 2030 or beyond.

Key topics covered:

• Hyperscaler nuclear deals: Meta/Oklo, Amazon/X-energy, Microsoft/Constellation, Google/Kairos
• Actual SMR timelines: Oklo Aurora (2028), TerraPower Natrium (2030), Kairos/Google (2030)
• NuScale's cancelled Utah project and lessons learned
• First-of-a-kind nuclear: regulatory review, financing, and execution risk
• The timing mismatch between AI demand growth and SMR availability
• What fills the gap: natural gas, grid power, and existing nuclear restarts

Related keywords: small modular reactors, SMR data centers, Oklo, NuScale, TerraPower, Kairos Power, nuclear energy AI, Three Mile Island restart, baseload generation

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