The 45-Gigawatt Question: Inside the Hyperscaler Nuclear Stack and What 2027 Actually Delivers
Hyperscalers have signed 45 GW of nuclear offtake. Nine-point-eight GW is on a real schedule. Only one project delivers electrons in 2027. Here is why.
Fusion’s May 2026 Inflection: SPARC at 75%, Polaris in Tritium, and Why Q>1 Is Now a Construction Problem
Two private fusion machines crossed milestones this quarter that ITER won’t reach until 2039. Q>1 is no longer a physics question — it’s a schedule question.
Helion’s 150 Million Degree Bet: Why Field-Reversed Configuration Could Skip the Steam Cycle Entirely
Field-reversed configuration could skip the steam cycle entirely. Inside Helion Polaris and direct energy conversion.
The HALEU Bottleneck: 13 Reactor Designs, One Fuel Line, and the Quietest Energy Security Bet Washington Just Made
HALEU is the load-bearing constraint under America’s next-generation reactor program. The US makes under 1 tonne a year and needs 40.
Seadrift Is the Test: When Nuclear Stops Selling Electrons and Starts Selling Steam
On May 18 the NRC cleared X-energy’s Dow Seadrift HTGR ahead of schedule. The point is not the megawatts. It is the 750-degree steam.
Seadrift Is the Test: When Nuclear Stops Selling Electrons and Starts Selling Steam Read More »
Kairos Hermes 1 Slipped to 2029. Hermes 2 Just Broke Ground. Both Are the Right Answer.
The NRC just gave Kairos 28 more months on Hermes 1. Eight days earlier, Kairos broke ground on Hermes 2. Here’s why both happened — and what it means for AI.
Kairos Hermes 1 Slipped to 2029. Hermes 2 Just Broke Ground. Both Are the Right Answer. Read More »
SPARC Just Hit 75% Complete. Now the Hyperscalers Are Watching.
Commonwealth Fusion Systems lowered the second half of the SPARC vacuum vessel in May 2026. The path to Q greater than 1 is now a hardware question.
SPARC Just Hit 75% Complete. Now the Hyperscalers Are Watching. Read More »
The Sodium Fast Reactor With a 300 MWh Battery Just Broke Ground in Wyoming
Kemmerer Unit 1 is the first U.S. utility-scale advanced reactor under construction. It’s a sodium-cooled fast reactor with a built-in 300 MWh molten-salt battery.
The Sodium Fast Reactor With a 300 MWh Battery Just Broke Ground in Wyoming Read More »
The Micro-Refinery Renaissance: Why Distillate-First Will Win the 2030s Energy Mix
The U.S. refining configuration is built for gasoline. The market wants distillate. Here is what a 10,000-bpd modular, distillate-first refinery looks like — and why the build window is open.
The Micro-Refinery Renaissance: Why Distillate-First Will Win the 2030s Energy Mix Read More »