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.
-
2026-10-14Rolls-Royce has secured a contract that moves forward the UK's small modular reactor programme at the Wylfa site. The deal is presented as a step toward deploying British-designed SMR technology as part of the country's nuclear new-build plans.
-
2026-10-26NuScale Power remains the only small modular reactor provider with design approval from the U.S. Nuclear Regulatory Commission, yet the company has not secured the commercial commitments needed to convert that regulatory advantage into revenue. The analysis frames NuScale's approved design as a competitive edge that is so far unmatched by order flow.
-
2026-10-24The NRC has approved a construction permit for TerraPower's Natrium reactor, a key regulatory milestone for the advanced nuclear design. The article notes that Natrium remains a reactor design with clearance to begin construction rather than a power plant generating electricity, as further steps are still required before operation.
-
2026-10-24American Electric Power and X-energy have signed a joint development agreement to evaluate the feasibility of a proposed 960-megawatt advanced nuclear project in Indiana, with Amazon involved in funding. The piece also highlights Turner Industries' role in modular fabrication and turnkey nuclear solutions for SMR companies.
-
2026-10-23X-energy and American Electric Power are pursuing feasibility studies for a small modular reactor project at a former coal site in Indiana, using X-energy's Xe-100 design, with Amazon backing the plan. The proposed 12-reactor configuration is described as delivering around 960 MW, with each Xe-100 unit rated at 80 MW. Amazon would be the first customer purchasing power from the facility.
-
2026-10-23Centrus Energy is planning a multi-billion-dollar expansion designed to restore domestic, large-scale uranium enrichment capacity in the United States. The move is positioned as a step toward strengthening the nuclear fuel supply chain for existing and advanced reactors.
-
2026-10-22American Electric Power is exploring a 960 MW nuclear power project in Indiana with Amazon and X-energy, aimed at supplying both Amazon's expanding data centers and the regional grid. The project is part of a broader Amazon–X-energy partnership targeting more than 5 GW of new U.S. nuclear capacity by 2039, with Indiana described as the second project under that goal.
-
2026-10-22Terra Innovatum is advancing its SOLO construction permit application and reactor procurement while reaffirming a fully funded path to a first-of-a-kind deployment in 2027. In parallel with licensing activities, the company continues to make progress toward the physical realization and industrial manufacturing of its reactor.
-
2026-10-21Amazon, American Electric Power and X-energy are exploring a proposed 960 MW advanced nuclear project in Indiana, according to an AEP press release. The project would consist of 12 X-energy Xe-100 small modular reactors of 80 MW each, arranged in groups of four, with Amazon funding development and positioned as an early offtaker of the power.
-
2026-10-21Kairos Power's chief technology officer discusses the company's Hermes 2 advanced reactor project, addressing safety, cost and scaling challenges. The interview follows Kairos Power's agreement with Google to supply advanced nuclear capacity for AI data centres.
Browse all intelligence guides → — HALEU 101, supply chain tracker, SMR stocks, company list, data center power & SMR hydrogen.
Reach the nuclear & AI power decision-makers
Sponsor a banner, a newsletter slot, or a sponsored brief. Media kit available.