Bloomberg Businessweek Inside the AI Revival of the Infamous Three Mile Island Nuclear Plant
4 snips
May 8, 2026 
Christel Rendu de Lint, co-CEO at Vontobel and global wealth-management executive, talks markets, portfolio allocation, and AI’s investment implications. Short, sharp takes on macro resilience and risks from concentrated AI winners. Brief comments on fixed income, Europe exposure, and diversification across regions.
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SMRs Are Real But Years Away
- Small modular reactors (SMRs) are progressing but won't significantly scale before the early 2030s and initial units will be expensive.
- Will Wade notes dozens of companies working on SMRs with a few solid players making tangible progress.
Bringing Solar Manufacturing Back To The U.S.
- U.S. solar manufacturing can compete but faces higher CapEx and slower build times compared with Asia.
- Daniel Barcelo describes T1 Energy bringing cell and module production to the U.S., partnering with Corning and Hemlock to localize supply chains.
Localize Key Solar Production Steps
- Localize critical solar supply chain steps (cells and modules) to reduce dependence on foreign manufacturers.
- Daniel Barcelo explains T1 bought a Dallas factory, started equipment installation, and expects production by year-end.