had a long conversation with an nuclear engineer phd yesterday. TLDR usa is going to be powering data centers with gas plants. small modulars are not the types of plants needed for the power requirements . regulatory hurdles wont have new nuclear online in usa for probably 10 years except for restarted old plants. nuclear sub types of reactors need higher enriched fuel than civilian power gets but those are the best for being able to control output to track demand . he seemed quite bearish overall on nuclear in USA but was bullish on research here , particularly molten salt stuff