Hyperscaler × SMR · as of Jul 17, 2026
9,765 MW of nuclear is under contract to power AI
All 13 deals →Hyperscalers have signed for nearly 9.8 GW of advanced nuclear. Meta leads the field; Microsoft’s Three Mile Island restart is the only deal already under construction.
Race to Deploy · 39 reactors tracked
Who reaches first criticality
Full race →Milestone progress toward commercial operation (stage 12). The leaders are through hot testing and ground-breaking, converging on 2026–27 first-power targets.
Linglong One (ACP100)CNNC · CN China · 125 MWe
HOT TESTING COMPLETE9 / 12
H1 2026target
Aalo-X (XMR)Aalo Atomics · US USA · 10 MWe
GROUND BROKEN8 / 12
2026target
Antares R1Antares Nuclear · US USA · 1 MWe
GROUND BROKEN8 / 12
Jul 2026target
Gravity ReactorDeep Fission · US USA · 15 MWe
GROUND BROKEN8 / 12
Jul 2026target
HermesKairos Power · US United States
GROUND BROKEN8 / 12
2027target
AuroraOklo · US United States · 15 MWe
GROUND BROKEN8 / 12
2028target
Capital Momentum
Funding →private + government · trailing 12 months
12w agoToday
trailing 12 months2026 YTD $7.5B
Reactor Landscape · 61 designs tracked
The field, by reactor technology
Reactor database →Pressurized-water designs still lead the pipeline, but molten-salt and high-temperature-gas reactors together make up a large share of tracked designs.
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THE DEEP TECH DISPATCH
The Wire
Full newsfeed →- Jul 17, 2026
07:34 ETConstellation Ventures Backs Blue Energy SMR Developer - Jul 17, 2026
08:14 ETEIB Approves EUR800M Cernavoda Unit 1 Refurb Loan - Jul 17, 2026
06:17 ETABS Certifies Korean Molten Salt SMR Container Ship Design - Jul 16, 2026
07:53 ETNEA INCREASE-I Irradiation Rig Ready for MIT Reactor - Jul 16, 2026
24:00 ETStandard Nuclear Raises $150M in Downsized TRISO IPO - Jul 15, 2026
16:23 ETNew Jersey Power NJ Act Launches Nuclear Procurement - Jul 15, 2026
08:21 ETIndia's Mahi Banswara Nuclear EPC Tender Imminent