AI’s growing energy demand + carbon concerns powers momentum for nuclear

Published by Nucleation Capital

Source: Nucleation Capital September 30, 2025 · 1 min read
This is Nucleation Capital's work, not Atomic Insights' — written and originally published by Nucleation Capital and preserved here for reference. View the original ↗

Growing Energy demand provided demand pull for both traditional and next-generation reactors throughout Q3 of 2025. Yet further boosting momentum was the announcement by the DOE that they had selected ten ventures for accelerated design review of a test unit. This has lit a fire under those and other ventures already making progress to try to get the DOE to allow them to build something by July 4, 2026.