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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2026-08-17Potentially the largest nuclear deployment in US history; India’s SHANTI draft law also opens nuclear to private and foreign investment.
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2026-08-06First-of-its-kind fuel security agreement for advanced SMR deployment, including prepayments.
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2026-07-01Options bring total contract value to $1.07B; initial commercial capacity 12 MT/yr, first production 2029.
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2025-08-1850 MW Hermes 2 PPA — the first advanced reactor power purchase agreement in the United States.
Browse all intelligence guides → — HALEU 101, supply chain tracker, SMR stocks, company list, data center power & SMR hydrogen.
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