The Audacious Reboot of America's Nuclear Energy Program

The United States is mounting an ambitious effort to reclaim nuclear energy leadership after falling dangerously behind China, which now has 31 reactors under construction and plans 40 more within a decade. America produces less nuclear power than it did a decade ago and abandoned uranium mining and enrichment capabilities, leaving Russia controlling roughly half the world's enriched uranium market.

This strategic vulnerability has triggered an unprecedented response: venture capitalists invested $2.5 billion in US next-generation nuclear technology since 2021, compared to near-zero in previous years, while the Trump administration issued executive orders to accelerate reactor deployment. The urgency stems from AI's city-sized power requirements and recognition that America cannot afford to lose what Interior Secretary Doug Burgum calls 'the power race' with China.

Companies like Standard Nuclear in Oak Ridge, Tennessee are good examples of this push, developing advanced reactor fuel despite employees working months without pay.

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