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Story summary
- The drive to power the U.S. grid by 2035 grows with AI demand.
- Natural gas remains the U.S.'s primary energy source, while supply chain challenges open opportunities for small modular reactors (SMRs) and nuclear fusion startups.
- Kairos Power plans to deploy its reactor by 2028, and Oklo aims for 2030.
- SMRs and fusion face cost and scaling hurdles, while solar and wind prices fall and could reshape markets.
