Line chart comparing 1-year indexed performance of IGV, SPY, and VIS ETFs with a Claude Sonnet 4.5 release marker

X-energy Nuclear 2026, $650M Terra Power Funding

X-energy SMR Funding for Data Centers, $1.4 B Raised, $500 M Amazon Investment,…


Kairos Power path diagram showing Plan–Design–Build–Test stages feeding the KP-X plant, Hermes reactors, and ETU demonstrations.

TVA Nuclear 2026, 4 Projects with GE-Hitachi & Holtec

Advanced Reactor Commercialization, TVA's 50 MW Kairos PPA, $400 M DOE Grant,…


Table of yearly data center electricity use (TWh) and share of US total demand from 2023 to 2030; 2023: 147 TWh, 3.7%; 2030: 606 TWh, 11.7% (increasing trend).

Amazon Nuclear 2024, $650M Talen Energy Deal

SMR Data Center Projects, 960 MW Amazon Deal, 835 MW Microsoft PPA, and 6 Key…


Line chart showing total data center electricity consumption (TWh) from 2014 to 2028, with a solid historical line and a shaded future range; key points: 1.9% of US total in 2018, 4.4% in 2022, and 6.7–12% by 2028.

Oracle Nuclear 2026, $50B Amazon Partnership

SMR AI Data Center Deals, Oracle's 1 GW SMR Project, Switch's 12 GW Oklo…


Color-coded world map with region labels and code boxes pointing to each country or area in the infographic of regional data.

Rolls-Royce Nuclear, £2.5B for UK with ČEZ Group

Top 10 SMR Projects in Europe: Rolls-Royce, EDF, and Newcleo Lead the Way The…


Cross‑section of a ship propulsion plant: a molten salt reactor heats steam to drive a turbine, generator, and propeller motor; shows pumps and salt coolant/fuel paths.

Scorpio Tankers Nuclear 2026, $2.6B BWXT Naval Deal

SMR Maritime Decarbonization, $10 M Scorpio Tankers Investment, $10 B CORE…


Two pie charts: left shows materials/components distribution (largest 38% Reactor Plant Equipment); right shows labor distribution with Civil Structural Works at 50%.

HD Hyundai Nuclear 2026, 100 MW Design, Rolls-Royce GDA

SMR Maritime Adoption, $7.14 B Market by 2030, 1 HD Hyundai Pilot, and 5-Year…


Diagram of a small modular reactor system: a building connected to a labeled cross-section of the reactor with core, control rods, and pumps (informational)

Microsoft Nuclear 2026, 1,920 MW Amazon PPA

Advanced Reactor PPA Model, 837 MW Microsoft Constellation Deal, 6 GW Meta…


Chart showing projected data center electricity use (left axis, TWh) and VOYGR-12 units needed (right axis) from 2015 to ~2038. Includes historical data (black), future range (gray), low/high supply (teal/orange), and low/high demand projections (purple/blue) with milestone lines at 2025 and 2030.

X-energy Nuclear 2025, 320 MWe for Dow in Texas

Top 10 SMR Projects: TVA's 6 GW Deal and Meta's Procurement for U.S. Deployment…


Diagram of the Data Center Value Chain, from semiconductor design and manufacturing to data center components and cloud providers, with logos per category.

Equinix Nuclear 2026, 500 MW Stellaria PPA

SMR Grid Bypass Strategy, Equinix 500 MW Oklo PPA, 3 Nuclear Pacts, and 11…


Privacy Preference Center