9,765 MW of nuclear is under contract to power AI

Data-center buyers have signed for nearly 9.8 GW of advanced nuclear. Meta leads the named counterparties; 2,250 MW (23%) is booked across two unnamed-buyer entries rather than a named hyperscaler — charted separately, so neither bar below carries the combined figure. Microsoft’s Three Mile Island restart is the only deal already under construction.

Milestone progress toward commercial operation (stage 12). Showing 6 of 35 still racing, ranked by milestone with the earliest first-power target breaking ties — through hot testing and ground-breaking, with first-power targets of 2026–28. 4 reactors that already reached criticality or commercial operation are excluded.

Pressurized-water designs still lead the pipeline, but molten-salt and high-temperature-gas reactors together make up a large share of tracked designs. Others covers Fluoride Salt, BWR, Gas Fast, PHWR. 1 fuel-fabrication record is in the database but not counted here — not a reactor design.