Recorded on 21 August 2026 with this week’s co-host, Guy Cohen, who leads clean-firm-power analysis at Currence.

There have been 2 recent news stories in the micro-reactors: Valar Atomics raised a $1 billion Series B, while Antares announced a $370 million Series C. We examine why investors are backing microreactors, what commercial progress looks like and the parallel opportunity in the infrastructure needed to deploy the reactors.

1. Why microreactors are attracting capital

Microreactors produce 1–20 MW, are factory-built and transportable.

• Early markets include military bases, mines, remote communities and industrial sites dependent on diesel.
• They may suit smaller distributed computing facilities rather than gigawatt-scale AI campuses.
• Their advantage may be speed rather than cost: ...