Electric Power

September 16, 2026

AI demand is intensifying the race to build advanced nuclear reactors

Featuring Dan Testa and Abbie Bennett


HIGHLIGHTS

Tech giants fuel reactor startup funding surge

Private firms compete to deploy new designs

Oklo CFO reveals industry development challenges

Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor. Whether these companies and the advanced nuclear sector at large can succeed depends on numerous factors, including the capital plans of large tech companies, favorable federal policy and the strengths of individual reactor designs.

So which companies are currently winning the race to commercialize an advanced reactor design?

In this episode, Dan Testa discusses the state of the advanced nuclear sector with contributor and S&P Global Energy reporter Abbie Bennett. Bennett also interviews Craig Bealmear, CFO of advanced reactor developer Oklo Inc., to get an inside view of the industry.

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