The Coming Nuclear Power Renaissance

This podcast episode discusses the resurgence of nuclear power as a significant player in the global energy landscape, particularly spotlighting the ambitious goals established at the COP28 conference, where over 20 countries committed to tripling nuclear capacity by 2050. With a projected market opportunity of $1.5 trillion and the dominant role of China, alongside the challenges and opportunities facing the U.S., the episode underscores the potential of nuclear energy to meet rising energy demands, particularly in powering the growth of generative AI, while also emphasizing the regulatory, financial, and logistical challenges that must be navigated for this renaissance to be realized.