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Nuclear Energy

Admiral Rickover cartoon confronting data center developer about Paper Reactor test with January 2035 calendar and SMR under construction showing EST 2035 MAYBE - AI nuclear investment risk illustration by Tony Grayson

AI Nuclear Investment Risk: The Rickover Test for SMR Hype

AI Nuclear Investment Risk is real: NuScale failed, TerraPower slipped 5-7 years, HALEU doesn't exist. Tony Grayson's Rickover Test before you deploy capital.

Tony Grayson

Jan 1515 min read

Bill Gates (center) and Wyoming Governor Mark Gordon (in cowboy hat) participate in the groundbreaking ceremony for the TerraPower Natrium nuclear plant in Kemmerer, Wyoming, on June 10, 2024. They are joined by company executives and local officials, tossing dirt with shovels in front of a sign reading 'TerraPower: A Nuclear Innovation Company,' with heavy construction machinery visible in the background

Nuclear for Data Centers: Why the Gen IV SMR Timeline is 2035

Why is Nuclear for Data Centers delayed? We analyze the engineering reality of the SMR timeline, including ASME code testing, thermal creep, and HALEU shortages. Discover the realistic 2035 roadmap.

Tony Grayson

Dec 11, 202511 min read

Veterans teach 3 vital military leadership skills business lacks: Shared Accountability, Systemic Clarity, and Moral Courage. Learn the HRO model for success in high-stakes tech.

From Parameters to Physics: Why Watts per Token is the Only Metric for Industrial AI

The Software Era is over. Tony Grayson (former SVP Oracle) why Watts per Token is the new KPI for Industrial AI, and why SMR delays demand a Gas Bridge solution now.

Tony Grayson

Dec 5, 202512 min read

Architectural rendering illustrating a "Gas-to-Nuclear Bridge Strategy" for an AI data center. The left side of the image shows Phase 1 (2026) with operating gas turbines. The right side shows Phase 2 (2032) with Small Modular Reactors (SMRs) integrated into the same site footprint, united by a blueprint overlay.

The SMR Market Correction: Why the AI Infrastructure Timeline Requires a Gas-to-Nuclear Bridge

SMR Market Correction confirmed: The AI Infrastructure timeline requires a Gas-to-Nuclear Bridge strategy. Tony Grayson (Former SVP Oracle and Submarine Commander) discusses the true cost of service and deployment risk.

Tony Grayson

Nov 28, 20258 min read

Historic photo of the nuclear-powered aircraft carrier USS Enterprise (CVN-65) leading the USS Long Beach and USS Bainbridge during Operation Sea Orbit. The flight deck crew spells out E=mc² to highlight the energy density and reliability of nuclear power, a key historical reference for modern nuclear power for AI data centers.

The Reality of SMR Timelines for AI Data Centers: A Veteran’s View

Former Sub Commander Tony Grayson breaks down realistic SMR timelines for AI data centers. Discover why the "2028" promise is a myth and what CIOs must do now.

Tony Grayson

Nov 21, 20258 min read

The six-factor formula isn't just theory; for some, it's a permanent mindset. A visual representation of the nuclear equation for criticality.

Systems Leadership: Mastering the Six-Factor Formula for Business Criticality

Tony Graysdon discusses Master Systems Leadership using the Six-Factor Formula. Learn how to fix broken processes, manage bureaucracy, and achieve self-sustaining business criticality.

THE CONTROL ROOM

Where strategic experience meets the future of innovation.

Nuclear Energy

AI Nuclear Investment Risk: The Rickover Test for SMR Hype

Nuclear for Data Centers: Why the Gen IV SMR Timeline is 2035

From Parameters to Physics: Why Watts per Token is the Only Metric for Industrial AI

The SMR Market Correction: Why the AI Infrastructure Timeline Requires a Gas-to-Nuclear Bridge

The Reality of SMR Timelines for AI Data Centers: A Veteran’s View

Systems Leadership: Mastering the Six-Factor Formula for Business Criticality

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