DeWahl: Nuclear power must target premium buyers like the military and hyperscalers
Julia DeWahl · Julia DeWahl of Antares on building nuclear reactors for the US military · Nov 25, 2025 · at 6:44
Antares co-founder Julia DeWahl explains why commercializing nuclear energy requires beachhead customers that are insensitive to cost, such as defense and tech hyperscalers.
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“And so we believe, I believe that, you know, premium power is where you need to go with nuclear, and there's sort of like two, there's two places for that. One is what we're doing with Antares, which is go to the military, help them with mission critical need where they're not cost sensitive, where they already pay more for power. And go there and support them with this like next gen, better version of a resilient power. Or you go and you sell what we're seeing now, I think, which is really interesting with the hyperscalers is they have carbon commitments. They want clean, firm. They want 24 seven power. They're actually willing to pay above market rates for that, and they will pay above market rates. So this premium power thing is, is is a really interesting dynamic, like where nuclear is kind of well positioned.”
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