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What will power the grid in 2035? The race is wide open

The energy landscape is shifting as new technologies emerge.

As demand for energy surges, tech companies are increasingly turning to fusion and fission startups to power the grid by 2035. Natural gas, which currently supplies 40% of U.S. electricity, faces supply chain vulnerabilities exacerbated by geopolitical tensions, while small modular nuclear reactors (SMRs) and fusion technologies are emerging as potential alternatives. Companies like Kairos Power and Helion are racing to bring their reactors online, with ambitious timelines that could reshape the energy landscape.

Key Takeaways

1.
Natural gas currently generates 40% of U.S. electricity, but faces supply chain vulnerabilities.
2.
SMR startups like Kairos Power and Oklo aim for commercial operations by 2028.
3.
Fusion power startups, including Helion, plan to build up to 800 reactors by 2035.

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