The US government has significantly advanced nuclear energy policy by compressing regulatory timelines, opening federal land for development, and coordinating fast-tracked builds through the Department of Energy. This has mobilized over $3 billion in private investment within a year and is accelerating the deployment of small modular reactors (SMRs), with three expected to go critical within 14 months. Companies like NuScale Power, with the only NRC-approved SMR design, and utilities like NextEra Energy stand to benefit. Major tech firms such as Microsoft, Alphabet, and Amazon are also committing to nuclear power, supporting demand for clean, dispatchable energy. This policy shift marks a structural change in US energy strategy, potentially reshaping the future energy market.
