Why Meta and Google are betting billions on Nuclear
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About this listen
Is a Nuclear Renaissance finally here? In our latest update, we look at how the insatiable energy appetite of AI is catalyzing a new era of fusion and fission.
- Fusion Hits the Gas: From Commonwealth Fusion’s massive magnet breakthrough to Google’s $1 billion commitment, the "future" of energy is arriving faster than expected.
- Big Tech as a Utility: We break down Meta’s massive new deals with Oklo and TerraPower, and why Amazon is targeting 5,000 MW of nuclear capacity by 2039.
- The Reality of Scale: It’s not all smooth sailing. We examine the four massive hurdles—from NRC regulatory bottlenecks to "NIMBY" pushback—that could still relegate these technologies to a niche market.
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🎙️ About Energy Future: Powering Tomorrow’s Cleaner World
Hosted by Peter Kelly-Detwiler, Energy Future explores the trends, technologies, and policies driving the global clean-energy transition — from the U.S. grid and renewable markets to advanced nuclear, fusion, and EV innovation.
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Visit peterkellydetwiler.com
for weekly market insights, in-depth articles, and energy analysis.
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