Nuclear’s Big Bet: Can NuScale Deliver? | Durham News

The U.S. power grid is under siege as AI and data centers drive electricity demand sky-high, prompting the Department of Energy to call for 200 gigawatts of new nuclear capacity by 2050—and $900 million to develop American-made small modular reactors. But while Wall Street eyes the opportunity, skepticism lingers: NuScale Power, a frontrunner with regulatory approval, just got slapped with a major downgrade from UBS over its slow build-out pace. With rivals already breaking ground and the DOE warning that delays could spike annual deployment needs to 20+ gigawatts, NuScale’s ability to turn potential into reality—and beat the clock—is now the real test.

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