Nuclear & Gas: Powering the Next 50 GW

Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. Ranked by time-to-power: what is real, what is hype, and what comes online this decade.

• Behind-the-meter and on-site gas generation
• Nuclear restarts and SMR timelines vs. reality
• Firm-power economics for 24/7 AI load
• Emissions and policy crosswinds

Analyst research for investors & institutions — included with a paid plan.