PODCAST · business
NUCLEAR CAPITAL
by NUCLEAR CAPITAL
KMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.
Episodes
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Fueling the AI Nuclear Build: HALEU, TRISO, and the Enrichment Race
Zach and Emily Martin unpack the fuel-side bottlenecks behind nuclear power for AI, from TRISO-X’s Oak Ridge construction milestone and X-energy’s HALEU agreements to Kairos Power’s automated pebble inspections and the race to expand enrichment. They explain why fuel availability could shape...
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NUCLEAR CAPITAL: Restarting America’s Nuclear Fleet for AI Power
Zach and Emily Martin examine the push to restart three shuttered U.S. nuclear plants—Crane Clean Energy Center, Palisades, and Duane Arnold—to help meet data center power demand. They discuss project timelines, federal financing, long-term power agreements, restart challenges, fleet uprates, and...
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Announced vs. Signed: How Much AI Nuclear Power Is Real?
Zach Martin and Emily Martin examine the gap between announced and signed nuclear agreements for AI and data center power, and what it means for capital, project financing, and near-term deployment. They discuss recent deals involving Google, Amazon, Meta, Constellation, Vistra, and advanced...
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AI Nuclear: Signed Megawatts vs. Announced Promises
Zach and Emily Martin examine the mid-October 2026 gap between about 10.8 GW of signed AI and data-center nuclear agreements and 40.4 GW of nonbinding announcements. They unpack Google, Amazon, Meta, Constellation, and Vistra deals, explain why existing-reactor life extensions and uprates are the...
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The Existing Fleet: Nuclear Power’s Near-Term Capital Story
Zach and Emily Martin examine why uprates, life extensions, and restarts at existing U.S. nuclear plants may deliver power for AI data centers sooner than new builds. They discuss Google’s 890 MW Constellation agreement, related Amazon and Meta activity, the gap between announced and signed…
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Squeezing the Veterans: The Rise of Nuclear Plant Uprates
Zach and Emily explore how tech giants like Amazon and Google are striking multibillion-dollar deals to boost power output from existing nuclear plants. They break down the mechanics of reactor uprates and why optimizing the veteran fleet is outpacing the rush for shiny new reactor designs.
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Uprates, Not Unicorns: Google Bets $4.3B on Nuclear Power
Zach and Emily break down Google's massive 20-year power purchase agreement with Constellation Energy, funding 890 megawatts of incremental nuclear uprates across 11 reactors. Discover how hyperscalers are bypassing new reactor buildouts to de-risk investments and secure firm clean power from...
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Uprates Before Reactors: The Fastest Nuclear Megawatts
Zach and Emily analyze how tech giants like Google and Amazon are turning to nuclear uprates rather than new builds to meet immediate AI power demands. They break down the mechanics behind Constellation Energy's major deals, examining the reality behind the headline megawatts, grid constraints…
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Big Tech's Billion-Dollar Rush on Nuclear Uprates
Zach and Emily explore how Big Tech hyperscalers like Google and Amazon are pouring billions into nuclear uprates and life extensions to feed AI data centers. Discover how long-term power agreements and federal backing are transforming existing reactor fleets into rapid-deployment clean energy...
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The Uprate Era: How Big Tech Is Expanding Nuclear Power
Zach and Emily explore how Big Tech giants like Google, Amazon, and Meta are partnering with merchant generators to unlock clean power through nuclear uprates. Discover the mechanics, financing, and regulatory paths driving billions in capital to expand existing reactor capacity across the U.S....
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The Nuclear Uprate Era: How Big Tech Is Expanding the Grid
Zach and Emily explore how tech giants like Google, Amazon, and Meta are backing multi-billion-dollar nuclear uprates rather than waiting for new reactors. Discover why upgrading existing fleet infrastructure offers a faster, disciplined path to meeting surging clean power demand.
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Nuclear Uprates: How Big Tech Is Powering AI with Existing Fleets
Zach and Emily examine how tech hyperscalers like Google, Meta, and Amazon are pouring billions into nuclear uprates and life extensions across the existing U.S. reactor fleet. They unpack the shift toward front-of-the-meter contracts, regulatory hurdles with FERC, and why preserving current...
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Nuclear Uprates: Big Tech's Shortcut to Clean Grid Power
Zach and Emily explore why tech giants like Google and Amazon are pouring billions into nuclear reactor uprates instead of waiting on unproven new designs. Learn how these modernization deals with Constellation and Vistra are quickly unlocking massive clean megawatts from the existing grid.
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Why Existing Nuclear Plants Can Beat New Reactors
We break down why existing nuclear plants can add AI-ready power faster than brand-new reactors, using the Amazon-Constellation Calvert Cliffs agreement as a case study. The episode covers long-term PPAs, license renewals, and how a 190 MW expansion fits into rising data center electricity demand.
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AI’s Nuclear Power Dealmakers
AI demand is reshaping the nuclear sector, as hyperscalers like Google, Amazon, and Meta back reactor projects, power purchase agreements, and advanced fuel supply chains. The episode breaks down why firm, carbon-free baseload power is becoming a strategic asset, and where bottlenecks like HALEU,...
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Meta's Nuclear Bet: How Big Tech Is Financing the Grid
Zach and Emily analyze Meta's major power deals with Oklo, Vistra, and TerraPower, breaking down how hyperscaler contracts serve as credit to finance new nuclear generation. They explore the critical gap between announcement dates and energized dates, examining key risks across regulation,...
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The Nuclear Race to Power AI
Artificial intelligence is driving a new surge in electricity demand, and the episode explores why nuclear power is suddenly back in focus as Big Tech, utilities, and reactor developers race to secure firm, low-carbon energy. It breaks down the power problem, the economics, the fuel chain, small...
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ABOUT THIS SHOW
KMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.
HOSTED BY
NUCLEAR CAPITAL
CATEGORIES
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Frequently Asked Questions
How many episodes does NUCLEAR CAPITAL have?
NUCLEAR CAPITAL currently has 17 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is NUCLEAR CAPITAL about?
KMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.
How often does NUCLEAR CAPITAL release new episodes?
NUCLEAR CAPITAL has 17 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to NUCLEAR CAPITAL?
You can listen to NUCLEAR CAPITAL on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts NUCLEAR CAPITAL?
NUCLEAR CAPITAL is created and hosted by NUCLEAR CAPITAL.
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