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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2026-09-22Samsung C&T has committed up to $100 million in equity and services to nuclear startup Kairos Power. The investment aims to support the development of the Hermes 2 reactor, which is planned to supply power for Google's AI data centers.
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2026-09-22China is accelerating the development of next-generation small modular reactors and nuclear fusion technology to meet the explosive electricity demand from AI data centers. The push is part of a broader strategy to expand power supply and strengthen energy security amid rapid technological growth.
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2026-09-22Samsung C&T is investing up to $100 million in US startup Kairos Power to support the construction of a 50-megawatt demonstration reactor. The fluoride salt-cooled, high-temperature reactor is specifically designed to provide clean energy for Google's energy-hungry AI data centers.
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2026-09-22EDF is targeting the deployment of a fleet of small modular reactors across Europe through its Nuward subsidiary. Each small reactor is designed to produce 400 MW of combined power and flexible industrial heat, with the first unit planned for construction soon.
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2026-09-21Kairos Power has secured up to $100 million in combined equity and engineering support from Samsung C&T to build its 50-megawatt Hermes 2 demonstration reactor. The fluoride salt-cooled reactor is designed to provide clean energy for Google's data centers by 2030.
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2026-09-21Centrus Energy highlights its unobligated uranium production capabilities amid new HALEU agreements to support advanced nuclear reactors. The U.S. government and Department of Defense are exploring the deployment of microreactors that require HALEU fuel at various military facilities.
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2026-09-19Oklo has signed a letter of intent with Centrus Energy for HALEU procurement to secure its future nuclear fuel supply and mitigate overseas supply chain risks. Additionally, the company is collaborating with Meta to deliver power for AI data centers, advancing its commercial microreactor deployment.
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2026-09-19Centrus Energy has signed new supply agreements at the only licensed HALEU gate, including a deal to enrich fuel for X-energy's Xe-100 small modular reactors. These contracts reach into both poles of demand, solidifying the HALEU supply chain for advanced nuclear technologies.
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2026-09-20The IAEA has raised its SMR forecast for the sixth consecutive year, projecting SMRs could account for up to 28% of global new nuclear additions by 2060 under a high-growth scenario. This upgrade highlights the accelerating global interest in small modular reactors as a key component of future energy portfolios.
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2026-09-18As AI data center power demand soars, U.S. data center developer Crusoe is adopting small modular reactors to secure clean and reliable energy. The company predicts nuclear power will play a significant role in overcoming the energy bottlenecks hindering AI infrastructure growth.
Browse all intelligence guides → — HALEU 101, supply chain tracker, SMR stocks, company list, data center power & SMR hydrogen.
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