Executive Summary AI compute demand is growing faster than the U.S. grid can supply; traditional renewables alone cannot meet 24/7 load requirements. Nuclear—large-scale fleets, SMRs, and long-duration baseload PPAs—is re-emerging as a critical enabler of hyperscale data-center reliability. The overlooked story: nuclear is not just a clean-energy asset; it is a long-duration capital instrument , allowing operators to lock in stable, predictable economics for decades. Transmission bottlenecks...