Balerion Senior Associate Aidan Daoussis sits down with Matt Loszak, Founder & CEO of Aalo Atomics, to discuss nuclear power for AI data centers. Aalo is developing mass-manufactured nuclear power plants designed around the energy demands of AI data centers. The conversation covers reactor manufacturing, fuel supply, regulatory pathways, deployment models, and the broader role of nuclear power in expanding energy abundance.
Timestamped Overview
00:00 – Introduction to Aalo Atomics and its focus on AI data centers
02:29 – Building a reactor facility at Idaho National Lab
06:13 – Nuclear safety, iteration, and factory-based quality control
09:23 – Why nuclear is seeing renewed support from customers, government, and investors
12:43 – Matt Loszak’s path from software entrepreneurship to nuclear energy
16:22 – Factory-first reactor manufacturing and Aalo’s XMR approach
23:29 – Deployment model for data centers and order-to-electrons timeline
27:34 – Operations, maintenance, PPAs, and OEM partnership models
31:07 – Fuel strategy using LEU and uranium dioxide instead of HALEU or TRISO
34:27 – Energy abundance, AI, industry, and long-term societal implications
38:38 – Scaling bottlenecks across supply chain, turbines, pumps, and heat exchangers
43:14 – Nuclear regulatory changes and DOE-to-NRC pathways
47:44 – How timing, culture, and execution shape nuclear company success
50:34 – What has been harder than expected and how Aalo built its team
53:17 – Investor questions around supply chain, economics, and execution
54:58 – Closing takeaway: Aalo’s data center focus, hiring, and fundraising
