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The Control Room

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THE CONTROL ROOM

Where strategic experience meets the future of innovation.

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Nuclear Energy
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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

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

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.

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 The flight deck crew spells out E=mc² to highlight the energy density and reliability of nuclear power, a key historical reference for modern nuclear power for AI data centers.

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

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