The US is significantly behind China (7-14 years) in deploying advanced nuclear reactors.
Decades of stagnation have atrophied the US nuclear supply chain, labor force, and regulatory muscle.
Regulatory processes, particularly through the NRC, remain a potential bottleneck despite recent executive actions favoring DOE pathways.
Opportunities Identified
The immense power demand from AI data centers creates a large, well-funded customer base for new nuclear power.
Recent executive orders are creating a faster, more streamlined pathway for nuclear testing and development via the Department of Energy.
Modular reactor designs are well-suited to modern US manufacturing strengths, potentially avoiding the large-scale construction challenges of the past.
Fusion companies can build viable businesses around near-term defense and national security applications, funding the path to commercial energy.