Companies in Nuclear & SMR Power for AI Data Centers
7 active companies tracked.
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Constellation Energy
Largest US nuclear operator; Three Mile Island (Crane) restart for Microsoft (~835MW).
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NuScale Power
SMR developer — NuScale Power Module (light-water SMR), first NRC-certified SMR design.
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Oklo
SMR developer — Aurora powerhouse (fast-fission microreactor); data-center PPAs.
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Talen Energy
Independent power producer; Susquehanna nuclear PPA with Amazon (~1.92GW).
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TerraPower
Gates-backed SMR developer — Natrium sodium-cooled fast reactor + molten-salt storage.
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Vistra
Power generator with nuclear fleet (Comanche Peak); AI-datacenter power deals.
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X-energy
SMR / TRISO-fuel developer — Xe-100 HTGR; Amazon-backed; Dow Seadrift project.