US NUCLEAR PLANS HIT A WALL
by New Rules [9-30-2025].
The US is projecting a MASSIVE $350B nuclear spending boom to power the AI revolution.
But there's a HUGE problem.
THE CONTEXT:
🔸Demand for clean, reliable power for AI data centers is EXPLODING.
🔸Business Insider forecasts a 63% increase in nuclear output by 2050, adding 53 GW of capacity.
🔸This would be a historic resurgence for a stagnant industry.
THE BOTTLENECK:
Ambitious plans are being CANCELED due to a critical lack of skilled labor, fuel supply, and regulatory infrastructure.
THE REALITY CHECK:
🔸Only 3 traditional reactors built in the US this century in 25 years!
🔸Next-gen Small Modular Reactors (SMRs) remain unproven, with none built in the US.
🔸Widespread SMR deployment isn't expected until AFTER 2035.
🔸The projected growth is far below Washington's targets (tripling or quadrupling capacity).
THE BOTTOM LINE:
The vision is clear: nuclear is the key to powering the AI future. But the execution is failing. A $350 billion opportunity is at risk because the US cannot address the shortage of skilled labor and the ongoing supply chain crisis caused by Trump "tariff war".
Related
China flips nuclear sanctions upside down: now Western regulators are banning Chinese nuke tech [9-15-2025]
China’s “overcapacity” was always deliberate: US experts stunned by Chinese AI, declare race is over [8-20-2025]