Scaling advanced nuclear energy through mass-manufactured, modular reactors is essential to meeting surging global power demand. Aalo Atomics is developing sodium-cooled reactors designed for assembly-line production, initially targeting AI data centers to achieve cost parity with fossil fuels. The industry faces significant supply chain hurdles, particularly regarding enriched uranium, necessitating a shift toward recycling spent fuel and adopting fast-spectrum reactor technology to extend fuel longevity. While the U.S. pioneered nuclear innovation, China’s state-backed expansion poses a formidable competitive threat, requiring urgent domestic policy action to secure energy independence. This transition represents a potential "nuclear Henry Ford moment," where modular reactors could break humanity's fossil fuel dependence and restore economic abundance by providing reliable, low-cost energy at scale.
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