Who’s First in Line: The Shortening Power Queue in a Power-Constrained World

Nuclear Reserved First: The New Power Queue In the last decade, nuclear energy was a technology everyone respected, but almost no one financed. It changed when AI hyperscalers started demanding power the grids couldn’t promise within believable timelines. What’s emerging now isn’t a technology story, but a queue management problem for limited capabilities, for grid […]
Powering the Future: The SMR Enterprise Roadmap

Executive Summary: Small Modular Reactors (SMRs) are emerging as a strategic pillar for carbon-neutral, resilient power, bridging the gap between rising industrial electricity demand and decarbonization objectives. Installed capacity is expected to grow 15x, reaching 6 to 6.5 GW over the next decade, a clear sign that the SMR market is entering an aggressive acceleration […]