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The FT argues that the AI-driven surge in data center power demand is accelerating interest in small modular reactors, with large tech companies increasingly signing direct deals with SMR developers to secure reliable, zero-emission, on-site power. Meta is highlighted as a major mover, prepaying for output from up to eight TerraPower Natrium reactors and up to 16 Oklo Aurora reactors, making it one of the largest prospective corporate buyers of nuclear energy. However, the article emphasizes that despite the momentum, …
— ORIGINAL POST ·
Financial Times | Small nuclear reactors are worth the wait
· r/investing
· Jan 15, 2026