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NUCLEAR CAPITAL

NUCLEAR CAPITAL

KMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.

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Episodes

27 episodes

  1. The Great Nuclear Uprate Rush 4:45
  2. Announced vs. Signed Nuclear Capacity for AI 4:28
  3. The Uprate Rush: Existing Reactors Powering AI Right Now 4:41
  4. The Great Uprate Rush: Big Tech and Existing Nuclear Fleet Capacity 4:54
  5. The Great Uprate Rush: Powering Big Tech with Existing Nuclear Fleet 5:59
  6. Nuclear Uprates: Powering AI Demand Through the Existing Fleet 6:01
  7. The Great Uprate Rush: Powering AI with Existing Nuclear Fleets 5:35
  8. Nuclear Uprates and Restarts: Powering the Near-Term AI Boom 4:58
  9. The $80 Billion AP1000 Bet: Scaling Nuclear for the AI Era 5:20
  10. Meta’s Nuclear Offtake Blitz: 6.6 GW for AI Data Centers 6:40
  11. Fueling the AI Nuclear Build: HALEU, TRISO, and the Enrichment Race 10:38
  12. NUCLEAR CAPITAL: Restarting America’s Nuclear Fleet for AI Power 8:33
  13. Announced vs. Signed: How Much AI Nuclear Power Is Real? 8:08
  14. AI Nuclear: Signed Megawatts vs. Announced Promises 7:55
  15. The Existing Fleet: Nuclear Power’s Near-Term Capital Story 8:27
  16. Squeezing the Veterans: The Rise of Nuclear Plant Uprates 7:53
  17. Uprates, Not Unicorns: Google Bets $4.3B on Nuclear Power 6:20
  18. Uprates Before Reactors: The Fastest Nuclear Megawatts 7:13
  19. Big Tech's Billion-Dollar Rush on Nuclear Uprates 7:22
  20. The Uprate Era: How Big Tech Is Expanding Nuclear Power 9:06
  21. The Nuclear Uprate Era: How Big Tech Is Expanding the Grid 6:24
  22. Nuclear Uprates: How Big Tech Is Powering AI with Existing Fleets 6:55
  23. Nuclear Uprates: Big Tech's Shortcut to Clean Grid Power 10:45
  24. Why Existing Nuclear Plants Can Beat New Reactors 6:54
  25. AI’s Nuclear Power Dealmakers 13:04
  26. Meta's Nuclear Bet: How Big Tech Is Financing the Grid 7:44
  27. The Nuclear Race to Power AI 19:18