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SMR.INTEL
OKLOAurora+15MW.SMRSMRVOYGR+77MW.NuScaleNNENano Nuclear+Micro.ReactorLTBRLightbridge+Fuel.TechLEUCentrus+HALEU.ProdCCJCameco+Uranium.SupplyUECUranium Energy+U3O8.MiningCEGConstellation+TMI.RestartGEVGE Vernova+BWRX-300BWXBWXT+TRISO.FuelFUND.YTD2025-26$2.5B+.Raised
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.

Meta
5,200 MW
Data Center Operators
2,200 MW
Amazon
960 MW
Microsoft
835 MW
Google
500 MW
Othersearly-stage
70 MW
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

NRC Regulatory Funnel

Regulatory →
29 dockets · where every design stands

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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