PANEL - Meeting the Megawatt Moment: Nuclear’s Role in Serving AI and Industrial Load Growth

Featuring: Jeffrey Miller, Senior Vice President of Business Development and Strategy, TerraPower Casey Kelley, Vice President, Government and Regulatory Affairs, Constellation Moderator: Jeff Kendall, President, US Nuclear, AtkinsRéalis Microsoft’s power purchase agreement with Constellation is bringing Three Mile Island back online. Meta’s agreement with TerraPower is tying advanced nuclear directly to AI infrastructure. Those deals are no longer hypothetical — they are the model large-load customers are now watching. Yet in Texas, who recently surpassed Virginia in data center construction and capacity under construction, local opposition to data centers is the 2026 election’s top issue, with Governor Greg Abbott ordering a pause on data center approvals pending audits of grid, water, and community impacts. Can nuclear be the solution Texas leaders are looking for to serve AI and industrial load without breaking reliability or public trust? And what does a project have to look like to get built here?