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@ti_morse predicts that in 10–15 years there will be a chart comparing gigawatts…

2026-08-03 · 19:38 UTC ·@ti_morse ·0 min read

Brief

Valar Atomics is cast as a potential outsized deployer of nuclear capacity: @ti_morse forecasts that within 10–15 years Valar could rival global output, noting current global capacity is ~380 GW and estimating ~15,200 25 MW reactors would be needed to equal it. Founder Isaiah Taylor announced a $1B Series B led by Sequoia, a $200M credit facility with Erebor and JPM, and Shaun Maguire joining the board.

Why it matters

@ti_morse predicts that in 10–15 years there will be a chart comparing gigawatts turned on by Valar vs the rest of the world; notes current global nuclear capacity ≈380 GW and calculates Valar would need ~15,200 reactors of 25 MW each to match it.

Key details

Isaiah Taylor (@isaiah_p_taylor) announced Valar Atomics closed a $1B Series B led by Sequoia (with Valor Equity Partners, Atreides, Point72, Conviction, others), plus a $200M credit facility led by Erebor and JPM; Shaun Maguire (Sequoia) is joining the board.

Source evidence

10-15 years from now there's going to be a very similar chart comparing the number of GWs turned on by Valar vs the rest of the world combined.

We currently have ~380 GW of nuclear capacity so Valar just needs to turn on ~15,200 25 MW reactors to catch up

Isaiah Taylor - making nuclear reactors (@isaiahptaylor)

Announcing Valar Atomics' $1B series B led by Sequoia, with Valor Equity Partners, Atreides, Point72, Conviction, and others.

Alongside the $1B equity, we have closed a $200m credit facility led by Erebor and JPM.

I'm excited to welcome Shaun Maguire from Sequoia to our board.

Video

— https://nitter.net/isaiahptaylor/status/2084298607226925506#m