On this map I can't see _any_ nuclear under construction in the US yet the rest of the world seems to be building many. When a man has a hammer everything is a gas turbine. GEV stock has treated me well but I'd much rather nuclear was winning.
It's a catch22 problem because nuclear is much slower to build than a data center so there is no demand from the data centers. And the nuclear plant doesn't know the demand will be there in 5 years once with gas soaking up demand. So the build it and they will come strategy is risky. Building infrastructure is like a muscle that gets stronger with repetitions. The cost will only come down once some are built but nobody wants to build at the current high prices. Govt help is needed to kick start it.
DOE is investing heavily in SMRs right now. There's 4 which have reached criticality so far. Chris Wright the DOE head is a o&g political appointee hack, but the career employees at DOE are working on pushing clean energy forward.
https://nric.inl.gov/news/