Episode
The Nuclear Comeback with James Walker, CEO, Nano Nuclear Energy
- Podcast
- Payne Points of Wealth
- Published
- Jun 19, 2026
- Duration seconds
- 1080
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Summary
Everyone is talking about artificial intelligence right now. But almost no one is asking the most important question: Where is all the power going to come from? AI data centers are incredibly energy-intensive. The infrastructure being built to support this technology is going to require massive, reliable, and uninterrupted electricity. And that brings us to a surprising conclusion… Nuclear energy is quietly becoming one of the most important investment themes of the next decade. Over the last few weeks, we had the chance to sit down with James Walker, CEO of Nano Nuclear Energy (NASDAQ: NNE), and one thing became very clear: The nuclear story isn’t just about AI. It’s much bigger than that. In fact, the original opportunity had nothing to do with AI at all. It started with a simple observation: Money was flowing out of wind and solar, but global demand for power kept rising. Before AI, before data centers, before the hype—there was already a massive gap forming between energy supply and real-world demand. And nuclear sits in a unique position. It produces enormous amounts of power, runs for years without interruption, and, despite popular belief, has one of the best safety records of any energy source on a “deaths per unit of energy” basis. That’s not an opinion, that’s just math. But here’s where it gets interesting from an investment standpoint. Most people think about nuclear as these massive, one-off power plants that take a decade to build. That’s the old model. The new model looks very different. Instead of one giant reactor, companies like Nano Nuclear are focused on small, modular reactors, essentially portable power plants that can be deployed almost anywhere. And that changes everything. Because now the opportunity isn’t just powering large cities or feeding…