Gaurab Chakrabarti — no US forge can build the heart of a large nuclear reactor
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.
Why it's worth your time
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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