Nuclear Technology SysMoore & Energy (Pt.3.3) - The Nuclear Investment Thesis A three-decade “nuclear winter” of chronic underinvestment hollowed out the global uranium supply base — creating a structural scarcity shock as AI’s power hunger collides with a mining industry unable to respond at scale. 18 min read 18 Mar 2026
Nuclear 14 min read 03 Mar 2026 SysMoore & Energy (Pt.3.2) Reactor Design & Fuel Industrialized modular SMR manufacturing is the only viable path to meet AI-driven nuclear demand — but advanced coolants, HALEU fuel, and TRISO fabrication bottlenecks will decide which designs (and which public companies) actually scale.
