The push for round the clock carbon free power is driving new interest in nuclear energy, particularly through small modular reactors and expanded fuel enrichment. Companies like NuScale Power and Centrus Energy are attempting to move from pre commercial designs to long term operational contracts to meet the electricity demands of AI and grid decarbonization. However, significant execution risks remain. Success in this sector depends on managing high cash burn, navigating regulatory hurdles, and securing the massive infrastructure backlogs needed to turn theoretical capacity into actual grid power.
