Scott Nolan

Uranium Enrichment Is the Missing Link in AI’s Power Supply

In a Stanford CS153 Frontier Systems lecture, General Matter chief executive Scott Nolan argues that AI’s infrastructure constraint is moving upstream from chips and data centers to electricity. For high-uptime, low-carbon data-center power, Nolan says the long-term answer points toward nuclear, but the decisive U.S. bottleneck is not reactors themselves; it is uranium enrichment, a capability he says the country has largely lost and that General Matter was founded to rebuild.