Emerging technologies and the investability of nuclear

The panel discusses which energy technologies have matured enough to attract infrastructure capital. Nick Riva highlights on-site turbines, microgrids, advanced geothermal, and small nuclear as technologies being monitored, with portfolio companies serving as a vehicle for hands-on technology exposure. Glenn Jacobson argues that nuclear has not yet crossed the investability threshold for infrastructure investors, distinguishing between brownfield reactor restarts and the longer tail of speculative new-build projects backed by hyperscaler offtake letters.