06/22/2026
After 50 years of the NRC acting as a de facto nuclear blockade, the regulatory dam is finally cracking, hyperscalers are pre-ordering reactors faster than anyone can build them, and the real fight has moved from asking if nuclear is even safe to how can we execute this as fast as possible.
Three people shaped how I think about it now: Chris Koopman on why the regulatory shift is real, P***y McCormick on the data center demand driving it, and Julie Fredrickson on how Montana passed Right to Compute by talking to ranchers instead of tech people.
Full breakdown in the video.
