Long-duration energy storage is transforming the economics of renewable-powered data centers.

Key topics covered:

• Form Energy iron-air batteries: 100+ hour discharge duration
• Chemistry basics: reversible rusting process stores and releases energy
• West Virginia manufacturing facility under construction
• Cost advantages from abundant iron vs. lithium/cobalt

Related keywords: long-duration energy storage, Form Energy, iron-air battery, 100-hour storage, renewable data centers, lithium alternative battery

Brought to you by Spring Street Management Group.]]>

Nuclear fusion represents the ultimate clean energy source for data centers—but when will it actually deliver power?

Key topics covered:

• Lawrence Livermore ignition milestone: net energy achieved December 2022
• $10.6 billion private funding 2021-2025
• Helion Energy-Microsoft PPA targeting 2028 delivery
• Commonwealth Fusion Systems building 400 MW SPARC device

Related keywords: nuclear fusion data centers, Helion Energy Microsoft, Commonwealth Fusion Systems, SPARC reactor, fusion ignition, clean energy future

Brought to you by Spring Street Management Group.]]>

Geothermal energy is emerging as a significant power source for data centers, with Google's Fervo Energy partnership leading commercial-scale deployment.

Key topics covered:

• Google-Fervo partnership: 115 MW enhanced geothermal in Nevada
• Cape Station Utah: 100 MW in 2026, expanding to 2 GW
• Horizontal drilling and fracking techniques from oil and gas
• Ormat Technologies adding 150 MW for Google expansion

Related keywords: geothermal data centers, Fervo Energy, Google geothermal, enhanced geothermal systems, 24/7 carbon-free energy

Brought to you by Spring Street Management Group.]]>

The Nuclear Regulatory Commission's approval process determines when advanced reactors can actually power data centers.

Key topics covered:

• ADVANCE Act streamlining licensing for advanced reactors
• Part 53 performance-based framework expected March 2026
• NuScale 462 MW approval completed in under two years
• TerraPower Natrium: first non-light water reactor approval in 50 years

Related keywords: NRC advanced reactor, ADVANCE Act nuclear, Part 53 framework, nuclear licensing timeline, TerraPower Natrium, SMR regulatory approval

Brought to you by Spring Street Management Group.]]>

The Westinghouse eVinci represents the most radical departure from traditional nuclear architecture—a reactor that fits on a truck and uses passive heat pipe cooling.

Key topics covered:

• 5 MW output with 8-year fuel cycle and passive cooling
• Heat pipe technology eliminating pumps and operator intervention
• Smaller than a school bus, installable on 2-acre sites
• Idaho National Laboratory testing scheduled for 2026

Related keywords: Westinghouse eVinci, microreactor, heat pipe reactor, passive nuclear cooling, truck-delivered reactor, DOE demonstration project

Brought to you by Spring Street Management Group.]]>

NuScale Power is the only company with an NRC-certified small modular reactor design, and it's now targeting AI data centers as its primary market.

Key topics covered:

• NRC design certification advantage over competitors
• VOYGR design: 77 MW per module, scalable to 924 MW
• ENTRA1-TVA agreement: 6 GW, 72 modules
• Standard Power: 2 GW for Ohio and Pennsylvania data centers by 2029

Related keywords: NuScale Power, SMR data centers, VOYGR reactor, ENTRA1 Energy, TVA nuclear agreement, NRC certified reactor

Brought to you by Spring Street Management Group.]]>

Oklo is betting its future on powering AI data centers with micro reactors. This episode explores the company's Aurora powerhouse design, its strategic partnership with Meta, and the regulatory pathway to commercial operation.

Key topics covered:

• Aurora powerhouse: 15-50 MW units sized for data center campuses
• Sam Altman-backed SPAC merger connecting nuclear to AI ecosystem
• Sodium-cooled fast reactor design utilizing recycled nuclear fuel
• Factory fabrication and truck transport logistics

Related keywords: Oklo nuclear, Aurora powerhouse, Meta data center nuclear, Sam Altman nuclear, sodium-cooled reactor, AI infrastructure power

Brought to you by Spring Street Management Group.]]>

The nuclear micro reactor is no longer theoretical—it's becoming a procurement decision for data center operators. This episode examines the leading micro reactor designs from Oklo and Westinghouse, their technical specifications, and the realistic timelines for commercial deployment.

Key topics covered:

• Oklo Aurora powerhouse: 15-50 MW units with sodium-cooled fast reactor design
• Westinghouse eVinci: 5 MW output with 40-year lifespan and passive cooling
• NRC licensing acceleration for advanced reactor designs
• Factory fabrication economics vs. traditional nuclear construction
• 3-4 year deployment timelines vs. 5-7 year grid interconnection queues

Related keywords: micro reactors data centers, Oklo Aurora, Westinghouse eVinci, small modular reactors, NRC advanced reactor licensing, nuclear data center power

Brought to you by Spring Street Management Group.]]>