I imagine they will just finance their own small nuclear reactor plants probably through power purchase agreements in whatever states which will allow them to do so. Those states will be where the new data centers and jobs go.

They're not going to build a second grid, or power plants for everyone else. That's an awful business. These companies are in good businesses. They don't want to get into an awful business.

There's so much wealth to be created given the multiplier these SMNR companies are likely to have. And the tech companies will invest in the SMNR companies they purchase power from. Some of them are already invested.

Hopefully, they'll have enough scale that whatever they need to do makes it cheaper for the grid at large.