SMR Powering the AI Data Center Era
Independent intelligence on small modular reactors, the nuclear deals behind hyperscale AI data centers, and the HALEU fuel supply chain that makes advanced nuclear possible.
Data Center Nuclear Power Deals
Tracked pipeline of advanced nuclear capacity signed or announced for hyperscale AI data centers. Updated as new agreements land.
| Buyer / Operator | Capacity | Technology Partner | Status |
|---|---|---|---|
| Meta | 5,200 MW | Oklo / TerraPower / Vistra | Agreement |
| Unnamed operator | 2,200 MW | — | Signed |
| Amazon | 960 MW | X-energy (Xe-100) | Signed |
| Microsoft | 835 MW | Constellation (Three Mile Island) | Under Construction |
| 500 MW | Kairos Power | Signed | |
| Others | 70 MW | — | Signed |
Sources: smrintel.com · Power Magazine · Utility Dive · Kairos Power
HALEU Supply Chain Tracker
HALEU (high-assay low-enriched uranium) is the fuel nearly every advanced reactor design depends on — and the industry’s biggest bottleneck. We track who produces it, who buys it, and how the supply chain is scaling.
Centrus wins $900M DOE contract
DOE awarded Centrus $900 million (with options up to $1.07B) to deploy commercial HALEU enrichment capacity in Ohio. First production expected 2029; initial capacity 12 MT/yr. Centrus has produced 1,900+ kg HALEU to date.
Centrus Energy →Centrus × X-energy fuel agreement
Centrus signed an LEU and HALEU supply agreement covering the initial fuel needs of X-energy’s 11.5 GW Xe-100 pipeline, including prepayments — a first-of-its-kind fuel security deal for advanced SMRs.
X-energy →DOE $2.7B enrichment push
The Department of Energy awarded $900M each to American Centrifuge Operating and General Matter for HALEU production, plus one LEU award — a strategic response to Russian dominance of commercial HALEU supply.
ANS News →Context: HALEU (U-235 enriched 5–20%) is essential for most advanced reactor designs. World Nuclear Association · Oklo–Centrus LOI
What We Track
Three pillars of independent intelligence — the angle no single source currently owns.
AI Data Center Power Deals
Nuclear power purchase agreements, capacity commitments, and project milestones behind hyperscale AI data centers — searchable by buyer, technology partner, and region.
HALEU & Fuel Supply Chain
Production capacity, offtake agreements, transport, and regulatory calendar for HALEU and advanced fuel — who is producing, how much, and who can buy.
SMR × Energy Crossroads
SMR meets hydrogen production, long-duration storage, and HVDC power delivery — the intersection content that connects nuclear to the broader clean energy economy.
Latest Intel
Recent milestones and market signals, with primary sources.
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2026-11-08Meta, the parent company of Facebook, signed a 20-year nuclear energy agreement with Constellation to support the Clinton Clean Energy Center in Illinois. The deal reflects growing corporate reliance on nuclear power for long-term clean energy supply.
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2026-11-07X-energy announced that the United States has completed the safety review for its Xe-100 reactor, which Dow wants to build in Texas. The article reports that the emergency planning zone would be 400 meters instead of 16 kilometers.
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2026-11-03X-energy's Xe-100 advanced reactor has completed a critical safety review, marking a major step toward securing a construction permit. The review concerns the first grid-scale advanced nuclear reactor planned at a chemical company site. The U.S. NRC is expected to move closer to a construction permit announcement.
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2026-11-03Google has signed a first-of-its-kind 50 MW Gen-IV nuclear power deal intended to supply AI data centers. The agreement highlights growing interest among technology companies in advanced nuclear power for data-center electricity demand.
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2026-11-02The U.S. Nuclear Regulatory Commission has completed its safety review of X-energy’s small modular reactor for initial deployment. The milestone moves the company’s SMR program closer to regulatory approval and commercial deployment.
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2026-11-02Doosan has begun manufacturing reactor components for NuScale Power’s 77-MW small modular reactor module. The work follows nuclear quality, dimensional tolerance and inspection requirements, supporting NuScale’s effort to convert NRC-approved technology into commercially deliverable SMRs.
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2026-11-01BWX Technologies landed the U.S. Army's Fort Campbell nuclear contract under the Pentagon's Janus program. The initiative seeks to place nuclear microreactors on more than 20 military bases.
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2026-11-01Radiant said the DOE approved the safety analysis for planned Kaleidos microreactor tests. Fuel loading and nuclear operations remain conditional on a DOE readiness review under Radiant's phased test plan.
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2026-10-30X-energy, Amazon and AEP are advancing plans for a 960 MW nuclear project in Indiana, putting nearly a gigawatt of advanced reactor capacity on the table. The project reflects growing interest from utilities and hyperscalers in advanced SMRs for data center and industrial power.
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2026-10-31Doosan Enerbility has signed a contract with NuScale Power to manufacture the upper reactor pressure vessel module for NuScale’s SMR, moving beyond materials supply into core equipment manufacturing. The deal is seen as a test of Korean nuclear manufacturing’s ability to enter the global SMR supply chain.
Browse all intelligence guides → — HALEU 101, supply chain tracker, SMR stocks, company list, data center power & SMR hydrogen.
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