AI and Nuclear/SMR at CERAWeek 2026

Aalo Atomics' 92 percent permitting-time cut with Microsoft GenAI, Project Matador's 17 GW (four AP1000s plus 11 GW gas), Amazon's 5 GW X-energy SMR target, and the Google-Amazon-Meta-Dow nuclear-tripling pledge make CERAWeek the moment hyperscalers move from PPA buyer to nuclear sponsor.