June 5, 2025
Driven by surging electricity demand from AI, data centers and electrification, the U.S. nuclear sector stands at a transformational inflection point. With strong policy support, advancing technologies and increasing investment momentum, advanced nuclear is emerging as a potential solution to meet firm, zero-carbon energy needs. Despite layered risks, strategic financing structures and proactive risk management enable investors to capitalize on this significant opportunity to reshape America’s energy landscape and unlock substantial growth potential over the coming decades.
