<![CDATA[NUCLEAR CAPITAL]]>https://nuclear-capital-fz98ow.jellypod.comPowered by Jellypod (https://www.jellypod.com)Tue, 13 Oct 2026 00:23:08 GMTMon, 05 Oct 2026 00:45:12 GMTyesaa7859be-aba9-42d8-bf65-01395bc69cb2NUCLEAR CAPITALKMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.KMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.episodicNUCLEAR CAPITALfeed+f69f2f54@podcasts.jellypod.comfalse<![CDATA[Squeezing the Veterans: The Rise of Nuclear Plant Uprates]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/3c01a427-525e-41f5-aea8-97a5d08c3fc53c01a427-525e-41f5-aea8-97a5d08c3fc5Mon, 12 Oct 2026 12:40:12 GMT1212Zach and Emily explore how tech giants like Amazon and Google are striking multibillion-dollar deals to boost power output from existing nuclear plants. They break down the mechanics of reactor uprates and why optimizing the veteran fleet is outpacing the rush for shiny new reactor designs.

]]>NUCLEAR CAPITALZach and Emily explore how tech giants like Amazon and Google are striking multibillion-dollar deals to boost power output from existing nuclear plants. They break down the mechanics of reactor uprates and why optimizing the veteran fleet is outpacing theZach and Emily explore how tech giants like Amazon and Google are striking multibillion-dollar deals to boost power output from existing nuclear plants. They break down the mechanics of reactor uprates and why optimizing the veteran fleet is outpacing the rush for shiny new reactor designs.false00:07:53full<![CDATA[Uprates, Not Unicorns: Google Bets $4.3B on Nuclear Power]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/ffbc6edf-f8c3-41b3-b5c7-829128fcbff1ffbc6edf-f8c3-41b3-b5c7-829128fcbff1Sun, 11 Oct 2026 21:27:59 GMT1111Zach and Emily break down Google's massive 20-year power purchase agreement with Constellation Energy, funding 890 megawatts of incremental nuclear uprates across 11 reactors. Discover how hyperscalers are bypassing new reactor buildouts to de-risk investments and secure firm clean power from existing infrastructure.

]]>NUCLEAR CAPITALZach and Emily break down Google's massive 20-year power purchase agreement with Constellation Energy, funding 890 megawatts of incremental nuclear uprates across 11 reactors. Discover how hyperscalers are bypassing new reactor buildouts to de-risk investZach and Emily break down Google's massive 20-year power purchase agreement with Constellation Energy, funding 890 megawatts of incremental nuclear uprates across 11 reactors. Discover how hyperscalers are bypassing new reactor buildouts to de-risk investments and secure firm clean power from existing infrastructure.false00:06:20full<![CDATA[Uprates Before Reactors: The Fastest Nuclear Megawatts]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/744ed7a1-b404-4fa2-9ca2-3226cfad609f744ed7a1-b404-4fa2-9ca2-3226cfad609fSat, 10 Oct 2026 16:25:52 GMT1010Zach and Emily analyze how tech giants like Google and Amazon are turning to nuclear uprates rather than new builds to meet immediate AI power demands. They break down the mechanics behind Constellation Energy's major deals, examining the reality behind the headline megawatts, grid constraints, and multi-year project timelines.

]]>NUCLEAR CAPITALZach and Emily analyze how tech giants like Google and Amazon are turning to nuclear uprates rather than new builds to meet immediate AI power demands. They break down the mechanics behind Constellation Energy's major deals, examining the reality behind tZach and Emily analyze how tech giants like Google and Amazon are turning to nuclear uprates rather than new builds to meet immediate AI power demands. They break down the mechanics behind Constellation Energy's major deals, examining the reality behind the headline megawatts, grid constraints, and multi-year project timelines.false00:07:13full<![CDATA[Big Tech's Billion-Dollar Rush on Nuclear Uprates]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/fafeb9dd-c9d8-46f8-8a5e-2f4e64020618fafeb9dd-c9d8-46f8-8a5e-2f4e64020618Sat, 10 Oct 2026 16:21:04 GMT99Zach and Emily explore how Big Tech hyperscalers like Google and Amazon are pouring billions into nuclear uprates and life extensions to feed AI data centers. Discover how long-term power agreements and federal backing are transforming existing reactor fleets into rapid-deployment clean energy solutions.

]]>NUCLEAR CAPITALZach and Emily explore how Big Tech hyperscalers like Google and Amazon are pouring billions into nuclear uprates and life extensions to feed AI data centers. Discover how long-term power agreements and federal backing are transforming existing reactor flZach and Emily explore how Big Tech hyperscalers like Google and Amazon are pouring billions into nuclear uprates and life extensions to feed AI data centers. Discover how long-term power agreements and federal backing are transforming existing reactor fleets into rapid-deployment clean energy solutions.false00:07:22full<![CDATA[The Uprate Era: How Big Tech Is Expanding Nuclear Power]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/2bbc2317-f23a-4bae-9de0-3c1e432b62662bbc2317-f23a-4bae-9de0-3c1e432b6266Sat, 10 Oct 2026 16:20:48 GMT88Zach and Emily explore how Big Tech giants like Google, Amazon, and Meta are partnering with merchant generators to unlock clean power through nuclear uprates. Discover the mechanics, financing, and regulatory paths driving billions in capital to expand existing reactor capacity across the U.S. grid.

Show Notes

]]>NUCLEAR CAPITALZach and Emily explore how Big Tech giants like Google, Amazon, and Meta are partnering with merchant generators to unlock clean power through nuclear uprates. Discover the mechanics, financing, and regulatory paths driving billions in capital to expand eZach and Emily explore how Big Tech giants like Google, Amazon, and Meta are partnering with merchant generators to unlock clean power through nuclear uprates. Discover the mechanics, financing, and regulatory paths driving billions in capital to expand existing reactor capacity across the U.S. grid. Show Notes Backgrounder on Power Uprates for Nuclear Plants: https://www.nrc.gov/regulations-legislation/fact-sheets-brochures/backgrounder-on-power-uprates-for-nuclear-plantsfalse00:09:06full<![CDATA[The Nuclear Uprate Era: How Big Tech Is Expanding the Grid]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/a1312589-a36a-4ac8-96ae-88d2a2553a46a1312589-a36a-4ac8-96ae-88d2a2553a46Sat, 10 Oct 2026 16:20:23 GMT77Zach and Emily explore how tech giants like Google, Amazon, and Meta are backing multi-billion-dollar nuclear uprates rather than waiting for new reactors. Discover why upgrading existing fleet infrastructure offers a faster, disciplined path to meeting surging clean power demand.

]]>NUCLEAR CAPITALZach and Emily explore how tech giants like Google, Amazon, and Meta are backing multi-billion-dollar nuclear uprates rather than waiting for new reactors. Discover why upgrading existing fleet infrastructure offers a faster, disciplined path to meeting sZach and Emily explore how tech giants like Google, Amazon, and Meta are backing multi-billion-dollar nuclear uprates rather than waiting for new reactors. Discover why upgrading existing fleet infrastructure offers a faster, disciplined path to meeting surging clean power demand.false00:06:24full<![CDATA[Nuclear Uprates: How Big Tech Is Powering AI with Existing Fleets]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/88dd9e9d-3463-4398-ab9e-a0b2e3e39b8388dd9e9d-3463-4398-ab9e-a0b2e3e39b83Sat, 10 Oct 2026 16:20:10 GMT66Zach and Emily examine how tech hyperscalers like Google, Meta, and Amazon are pouring billions into nuclear uprates and life extensions across the existing U.S. reactor fleet. They unpack the shift toward front-of-the-meter contracts, regulatory hurdles with FERC, and why preserving current baseload power matters just as much as adding new megawatts.

]]>NUCLEAR CAPITALZach and Emily examine how tech hyperscalers like Google, Meta, and Amazon are pouring billions into nuclear uprates and life extensions across the existing U.S. reactor fleet. They unpack the shift toward front-of-the-meter contracts, regulatory hurdles Zach and Emily examine how tech hyperscalers like Google, Meta, and Amazon are pouring billions into nuclear uprates and life extensions across the existing U.S. reactor fleet. They unpack the shift toward front-of-the-meter contracts, regulatory hurdles with FERC, and why preserving current baseload power matters just as much as adding new megawatts.false00:06:55full<![CDATA[Nuclear Uprates: Big Tech's Shortcut to Clean Grid Power]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/baeb3f21-3cce-49a6-ba5f-929fd31c9ea3baeb3f21-3cce-49a6-ba5f-929fd31c9ea3Wed, 07 Oct 2026 14:00:15 GMT55Zach and Emily explore why tech giants like Google and Amazon are pouring billions into nuclear reactor uprates instead of waiting on unproven new designs. Learn how these modernization deals with Constellation and Vistra are quickly unlocking massive clean megawatts from the existing grid.

]]>NUCLEAR CAPITALZach and Emily explore why tech giants like Google and Amazon are pouring billions into nuclear reactor uprates instead of waiting on unproven new designs. Learn how these modernization deals with Constellation and Vistra are quickly unlocking massive cleZach and Emily explore why tech giants like Google and Amazon are pouring billions into nuclear reactor uprates instead of waiting on unproven new designs. Learn how these modernization deals with Constellation and Vistra are quickly unlocking massive clean megawatts from the existing grid.false00:10:45full<![CDATA[Why Existing Nuclear Plants Can Beat New Reactors]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/bc05ac5f-c97f-46be-9666-25c4bac5fe83bc05ac5f-c97f-46be-9666-25c4bac5fe83Tue, 06 Oct 2026 18:22:37 GMT44We break down why existing nuclear plants can add AI-ready power faster than brand-new reactors, using the Amazon-Constellation Calvert Cliffs agreement as a case study. The episode covers long-term PPAs, license renewals, and how a 190 MW expansion fits into rising data center electricity demand.

]]>NUCLEAR CAPITALWe break down why existing nuclear plants can add AI-ready power faster than brand-new reactors, using the Amazon-Constellation Calvert Cliffs agreement as a case study. The episode covers long-term PPAs, license renewals, and how a 190 MW expansion fits We break down why existing nuclear plants can add AI-ready power faster than brand-new reactors, using the Amazon-Constellation Calvert Cliffs agreement as a case study. The episode covers long-term PPAs, license renewals, and how a 190 MW expansion fits into rising data center electricity demand.false00:06:54full<![CDATA[AI’s Nuclear Power Dealmakers]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/62e0caaa-59ba-4afb-8ace-57a7f62b82ff62e0caaa-59ba-4afb-8ace-57a7f62b82ffTue, 06 Oct 2026 18:21:24 GMT33AI demand is reshaping the nuclear sector, as hyperscalers like Google, Amazon, and Meta back reactor projects, power purchase agreements, and advanced fuel supply chains. The episode breaks down why firm, carbon-free baseload power is becoming a strategic asset, and where bottlenecks like HALEU, TRISO fuel, and build timelines could determine who wins.

]]>NUCLEAR CAPITALAI demand is reshaping the nuclear sector, as hyperscalers like Google, Amazon, and Meta back reactor projects, power purchase agreements, and advanced fuel supply chains. The episode breaks down why firm, carbon-free baseload power is becoming a strategiAI demand is reshaping the nuclear sector, as hyperscalers like Google, Amazon, and Meta back reactor projects, power purchase agreements, and advanced fuel supply chains. The episode breaks down why firm, carbon-free baseload power is becoming a strategic asset, and where bottlenecks like HALEU, TRISO fuel, and build timelines could determine who wins.false00:13:04full<![CDATA[Meta's Nuclear Bet: How Big Tech Is Financing the Grid]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/6cd9af72-8828-4190-9038-f1cf9df81bb36cd9af72-8828-4190-9038-f1cf9df81bb3Tue, 06 Oct 2026 18:15:25 GMT22Zach and Emily analyze Meta's major power deals with Oklo, Vistra, and TerraPower, breaking down how hyperscaler contracts serve as credit to finance new nuclear generation. They explore the critical gap between announcement dates and energized dates, examining key risks across regulation, construction overruns, and PJM grid constraints.

]]>NUCLEAR CAPITALZach and Emily analyze Meta's major power deals with Oklo, Vistra, and TerraPower, breaking down how hyperscaler contracts serve as credit to finance new nuclear generation. They explore the critical gap between announcement dates and energized dates, exaZach and Emily analyze Meta's major power deals with Oklo, Vistra, and TerraPower, breaking down how hyperscaler contracts serve as credit to finance new nuclear generation. They explore the critical gap between announcement dates and energized dates, examining key risks across regulation, construction overruns, and PJM grid constraints.false00:07:44full<![CDATA[The Nuclear Race to Power AI]]>https://nuclear-capital-fz98ow.jellypod.com/episodes/188a6fa9-7f62-44c1-b4fd-c0fac54b6c2a188a6fa9-7f62-44c1-b4fd-c0fac54b6c2aTue, 06 Oct 2026 18:13:55 GMT11Artificial intelligence is driving a new surge in electricity demand, and the episode explores why nuclear power is suddenly back in focus as Big Tech, utilities, and reactor developers race to secure firm, low-carbon energy. It breaks down the power problem, the economics, the fuel chain, small modular reactors, and the bull and bear cases for the emerging nuclear investment theme.

]]>NUCLEAR CAPITALArtificial intelligence is driving a new surge in electricity demand, and the episode explores why nuclear power is suddenly back in focus as Big Tech, utilities, and reactor developers race to secure firm, low-carbon energy. It breaks down the power probArtificial intelligence is driving a new surge in electricity demand, and the episode explores why nuclear power is suddenly back in focus as Big Tech, utilities, and reactor developers race to secure firm, low-carbon energy. It breaks down the power problem, the economics, the fuel chain, small modular reactors, and the bull and bear cases for the emerging nuclear investment theme.false00:19:18full