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.
You cannot get the heart of a large nuclear reactor forged anywhere in the United States. Microsoft, Amazon, Google, and Meta have all signed nuclear deals in the past two years. Everyone calls small modular reactors the future. Vogtle 3 and 4, America's last big reactors, cost
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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