The Uprate Rush: Existing Reactors Powering AI Right Now
From IRHUB Nuclear Capital Podcast · 4:42
Show by KMKT
Signed uprates and conditional DOE money—not renaissance speeches—set the price of AI power this fall. Zach and Emily walk Google/Amazon/Meta Constellation deals and the announce-vs-signed gap. Hosted by Zach Martin and Emily Martin on IRHUB Nuclear Capital Podcast, from IRHUB on KMKT.
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