small modular reactors
also referred to as: smr · smrs
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Mar 4, 2026 by John Arnold · across every show →
Everything said about small modular reactors, oldest first
Mar 4, 2026 bearish
The small modular reactor industry has too many companies and faces fallout
“I worry that there's going to be a falling out in the industry. There's probably too many SMR companies and it would be better if the industry can kind of coalesce around three or four different technologies and focus the resources there.”
Apr 14, 2026 bullish
Nolan: SMRs will find their niche powering data centers behind the meter
“And so if gigawatt scale is for the grid and megawatt scale is for remote communities or, you know, government installations, then the middle scale, I think is going to find its niche behind the meter with data centers over the next five to 10 years.”