About this podcast
KMKT IR Hub Radio exclusive. Zach Martin on the nuclear renaissance powering the AI economy. Real assets. Real ideas. A brighter tomorrow.
Episodes
The newest 20 of 27 episodes
- The Great Nuclear Uprate Rush · 5 min · Episode 27Zach and Emily Martin explore how tech hyperscalers like Google, Amazon, and Meta are contracting power from reactor uprates across the existing U.S. nuclear fleet. They break…
- Announced vs. Signed Nuclear Capacity for AI · 4 min · Episode 26Zach and Emily Martin examine the 3.8-to-1 gap between non-binding nuclear announcements and signed data center contracts as of early November 2026. They explore how firm offtake…
- The Uprate Rush: Existing Reactors Powering AI Right Now · 5 min · Episode 25Zach and Emily Martin analyze the commercial rush to uprate existing nuclear reactors to meet tech demand, breaking down recent hyperscaler deals, conditional DOE loan…
- The Great Uprate Rush: Big Tech and Existing Nuclear Fleet Capacity · 5 min · Episode 24Hosts Zach and Emily Martin examine how major tech offtake deals from Google, Amazon, and Meta are funding nuclear reactor uprates and life extensions across Constellation…
- The Great Uprate Rush: Powering Big Tech with Existing Nuclear Fleet · 6 min · Episode 23Zach and Emily Martin explore how Big Tech companies like Google, Amazon, and Meta are securing near-term firm power through nuclear uprates and long-term contracts across the…
- Nuclear Uprates: Powering AI Demand Through the Existing Fleet · 6 min · Episode 22Zach and Emily explore why major hyperscalers and the Department of Energy are directing billions toward existing nuclear plant uprates rather than new builds to satisfy growing…
- The Great Uprate Rush: Powering AI with Existing Nuclear Fleets · 6 min · Episode 21Hosts Zach and Emily Martin examine why capital for AI data center power is flowing into upgrades and life extensions of existing nuclear reactors rather than waiting on new…
- Nuclear Uprates and Restarts: Powering the Near-Term AI Boom · 5 min · Episode 20Zach and Emily Martin explore how nuclear plant uprates and restarts are providing near-term, firm carbon-free power for hyperscalers facing grid constraints. They detail recent…
- The $80 Billion AP1000 Bet: Scaling Nuclear for the AI Era · 5 min · Episode 19Zach and Emily Martin break down the announced $80 billion U.S. government partnership with Westinghouse, Cameco, and Brookfield to deploy AP1000 reactors. They examine financing…
- Meta’s Nuclear Offtake Blitz: 6.6 GW for AI Data Centers · 7 min · Episode 18Zach Martin and Emily Martin break down Meta Platforms' nuclear agreements for up to 6.6 gigawatts across Vistra, Oklo, and TerraPower to power data centers in the PJM region…
- Fueling the AI Nuclear Build: HALEU, TRISO, and the Enrichment Race · 11 min · Episode 17Zach and Emily Martin unpack the fuel-side bottlenecks behind nuclear power for AI, from TRISO-X’s Oak Ridge construction milestone and X-energy’s HALEU agreements to Kairos…
- NUCLEAR CAPITAL: Restarting America’s Nuclear Fleet for AI Power · 9 min · Episode 16Zach and Emily Martin examine the push to restart three shuttered U.S. nuclear plants—Crane Clean Energy Center, Palisades, and Duane Arnold—to help meet data center power…
- Announced vs. Signed: How Much AI Nuclear Power Is Real? · 8 min · Episode 15Zach Martin and Emily Martin examine the gap between announced and signed nuclear agreements for AI and data center power, and what it means for capital, project financing, and…
- AI Nuclear: Signed Megawatts vs. Announced Promises · 8 min · Episode 14Zach and Emily Martin examine the mid-October 2026 gap between about 10.8 GW of signed AI and data-center nuclear agreements and 40.4 GW of nonbinding announcements. They unpack…
- The Existing Fleet: Nuclear Power’s Near-Term Capital Story · 8 min · Episode 13Zach and Emily Martin examine why uprates, life extensions, and restarts at existing U.S. nuclear plants may deliver power for AI data centers sooner than new builds. They…
- Squeezing the Veterans: The Rise of Nuclear Plant Uprates · 8 min · Episode 12Zach 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…
- Uprates, Not Unicorns: Google Bets $4.3B on Nuclear Power · 6 min · Episode 11Zach 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…
- Uprates Before Reactors: The Fastest Nuclear Megawatts · 7 min · Episode 10Zach 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…
- Big Tech's Billion-Dollar Rush on Nuclear Uprates · 7 min · Episode 9Zach 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…
- The Uprate Era: How Big Tech Is Expanding Nuclear Power · 9 min · Episode 8Zach 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…
