05/07/2026
We talk a lot about the “nuclear renaissance.”
But spend a week on the ground with utilities, OEMs, regulators, and vendors, and a different picture emerges: the limiting factor is no longer whether nuclear is accepted, it’s whether our industry can execute at the scale the world is now expecting from us.
Think about the collision of trends we’re all living inside:
AI and data centers are cutting multi‑gigawatt deals with nuclear because they’ve concluded nothing else can give them 24/7 clean power at scale.
Governments are pushing new builds and life extensions faster than the workforce and supply chain are growing.
Meanwhile, we’re facing an aging workforce, talent shortages, and a digital transformation that is still uneven plant to plant and program to program.
If we’re honest, the biggest risk to “new nuclear” isn’t the technology. It’s whether we, collectively, can staff, train, digitalize, and govern it fast enough to stay credible.
A few uncomfortable questions I’m wrestling with as someone whose business exists to support this industry:
Workforce: Are we treating workforce ex*****on risk as a core delivery and financing risk, or as an HR problem we’ll sort out later? Because the data says the constraint is structural now, not cyclical.
Digital & AI: We all talk about AI and advanced analytics, but how many of our deployments are actually scaled into procedures, training, and licensing bases versus frozen in pilots because of “black box” and safety‑culture fears?
Culture: Are we using “nuclear is different” as a shield against necessary change, or as a standard that forces us to be more rigorous in how we adopt new tools?
From where I sit, 2026 feels like a pivot year.
The outside world has already decided nuclear is needed. The real question is whether we’re willing to change fast enough, on workforce, on digitalization, on commercial models, to actually deliver what we’ve implicitly promised.
For those of you running plants, projects, or key suppliers:
What is the most underrated ex*****on risk you see right now that almost nobody is talking about publicly? And what’s one concrete thing we, as an industry, could do in the next 12 months to de‑risk it?
I’d love to hear candid views from operators, regulators, engineers and vendors. If we can’t have this conversation openly here, where can we?