Gaurab Chakrabarti — no US forge can build the heart of a large nuclear reactor

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Gaurab Chakrabarti — no US forge can build the heart of a large nuclear reactor

Names the physical chokepoint under every hyperscaler nuclear PPA: heavy forging capacity, not permitting or fuel. The nuclear thesis here has focused on enrichment — this is the other bottleneck worth a read.

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Names the physical chokepoint under every hyperscaler nuclear PPA: heavy forging capacity, not permitting or fuel. The nuclear thesis here has focused on enrichment — this is the other bottleneck worth a read.

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