The YouTuber recommends GE Vernova, a spin-off of GE's power business, as a key equipment manufacturer for the nuclear industry. It is building BWRX-300 small modular reactors in alliance with Hitachi. As utilities deploy SMRs, GE Vernova is positioned as one of the few Western players with the engineering depth and supply chain to meet this demand.
“GE Vernova. And they're a spin-off of GE's power business, and they're the ones that are building the BWRX-300 small modular reactors in a global alliance with Hitachi.” — ▶ 15:00