The Path to a New Nuclear Age: A Conversation with George Gianarikas, CG’s Sustainability Senior Analyst

George Gianarikas, CG's Sustainability Senior Analyst, returns to the podcast with Michael Graham, Director of Research and Investment Strategy, following his most recent deep dive research report on nuclear power and the newest company to enter his coverage universe, Oklo. Gianarikas breaks down all things nuclear from its role in the energy supply chain to the AI-Nuclear Nexus, as well as the most notable nuclear companies he covers. Gianarikas and Graham discuss the road to scale nuclear energy, including different types of reactors, of which Oklo is a producer of small modular reactors (SMR), rules and regulations, and fuel sources. We hope you enjoy this expectant and timely episode that outlines the increasing potential for nuclear energy while on the precipice of AI acceleration. 

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