$80 billion strategic partnership for U.S. nuclear

Trump officials this morning unveiled a "strategic partnership" with Westinghouse, nuclear fuel provider Cameco and investment giant Brookfield to spur new U.S. projects.

Why it matters: The plan envisions "at least $80 billion of new reactors will be constructed across the United States using Westinghouse nuclear reactor technology."

• The big picture: The announcement is also heavy on pushing new reactors to power energy-thirsty AI infrastructure to "win the global AI race."
• What we're watching: Specifics, if and when they emerge. Here's one though: the $80B could potentially support restarting construction of unfinished reactors in South Carolina, a Brookfield spokesperson tells me