A little-known company is quietly building what may be the closest thing to a
virtual monopoly the AI era has ever seen. Whitney Tilson — the man CNBC calls
"The Prophet" — calls it the world's most profitable tollbooth.




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A little-known company is quietly building what may be the closest thing to a
virtual monopoly the AI era has ever seen.

Whitney Tilson — the man CNBC calls "The Prophet" — calls it the world's most
profitable tollbooth.

One billionaire put more than half his $9 billion fund into it.

Right now it's trading at a rare discount...the same kind that's previously
turned $10,000 into $55,000...in just over 12 months.

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STRATEGY DESK




Small Nuclear Reactors Are About to Come Online in the US — and Public Opinion
Is Deeply Split




A new generation of small modular nuclear reactors is poised to begin
commercial operation in the United States in the next few years — with NuScale
Power's VOYGR plant in Idaho, TerraPower's Natrium reactor in Wyoming, and
X-energy's Xe-100 designs all advancing through regulatory and construction
stages that make their near-term operation realistic for the first time in
American nuclear energy history. NPR's reporting Monday captured the two
competing narratives that surround this development: a nuclear industry and a
growing wing of climate advocates who view SMRs as clean, reliable, and
essential to decarbonization; and a skeptical public and environmental movement
that remains wary of nuclear waste, cost overruns, and safety risks that
decades of nuclear energy's troubled history have embedded in the American
imagination.


Small modular reactors differ from conventional nuclear plants in both scale
and design philosophy. A conventional nuclear plant like Vogtle Unit 4 — which
finally came online in Georgia in 2024, years late and billions over budget —
generates roughly 1,100 megawatts of electricity and requires a massive,
purpose-built facility that takes a decade or more to construct. An SMR
typically generates between 50 and 600 megawatts, uses factory-manufactured
components that are shipped to site and assembled, is designed with passive
safety systems that do not require active cooling in emergencies, and occupies
a smaller physical footprint. The theory is that smaller scale plus factory
production plus simpler safety design equals faster construction timelines,
lower costs, and easier integration into a power grid that increasingly needs
flexible, dispatchable clean energy to complement intermittent solar and wind.




KEY TAKEAWAYS

* A new generation of small modular reactors — from NuScale, TerraPower,
X-energy, Kairos Power, and Oklo — is advancing through U.S. regulatory
approval and construction stages that make near-term commercial operation
realistic, supported by billions in DOE investment and streamlined NRC
regulatory processes under the Trump administration.
* SMRs' factory-manufactured, passively safe, 50-600 megawatt design
represents a fundamental departure from the massive conventional nuclear plants
whose cost overruns and construction delays have historically made U.S. nuclear
development economically challenging — though NuScale's first project was
cancelled and other programs face delays.
* Public opinion on nuclear has shifted measurably toward support as
decarbonization urgency has grown, but remains split along geographic and
generational lines — with the AI data center boom adding a new commercial
driver, as nuclear's always-on reliability makes it particularly attractive for
hyperscale computing facilities that cannot accommodate intermittent power.



The reality of SMR development has been more complicated than the theory.
NuScale's initial commercial project — the Carbon Free Power Project in Idaho —
was cancelled in 2023 after rising cost estimates made it economically unviable
for its utility partners. TerraPower's Wyoming project has faced regulatory and
supply chain delays. NuScale has since refocused on international markets and a
revised U.S. design, while other companies including Kairos Power and Oklo are
advancing competing designs through the NRC approval process. The Department of
Energy has invested billions in SMR development through the Advanced Reactor
Demonstration Program, and Trump's second term has continued that investment
while also attempting to streamline the NRC's regulatory process to accelerate
approvals.


Public opinion on nuclear energy has shifted measurably over the past several
years, driven by growing awareness of the urgency of decarbonization and the
demonstrated intermittency challenges of pure renewable energy systems. Polls
show majority support for nuclear energy in many developed countries, including
the US, that would have been unthinkable in the aftermath of Fukushima in 2011.
But opinion remains split along multiple dimensions: geographic (communities
near proposed SMR sites are often skeptical), generational (younger Americans
are relatively more pro-nuclear), and political (the issue does not fall along
traditional partisan lines). The AI infrastructure boom has added a new
commercial driver: data centers require enormous amounts of reliable, always-on
electricity, and nuclear energy is uniquely capable of meeting that demand
without the intermittency challenges that make pure renewable power difficult
for high-demand facilities.




SOURCE:




* "A new generation of small nuclear reactors is poised to come online in
the next few years. Public opinion remains split" — NPR
* "Data centers are a political issue crossing party lines, driving voters to
candidates" — NPR

 


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