Hyperscaler × SMR · as of Aug 3, 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.
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
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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THE DEEP TECH DISPATCH
The Wire
Full newsfeed →- Aug 3, 2026
10:26 ETChina Surpasses France with 63.98 GWe Nuclear Capacity - Aug 2, 2026
22:40 ETCaritas Philippines Rejects Marcos Nuclear Push - Aug 1, 2026
11:07 ETARC-100 SMR Targets INL Deployment with Battelle Deal - Jul 31, 2026
08:41 ETARC Clean Technology Taps INL for ARC-100 FOAK Deployment - Jul 31, 2026
04:27 ETIAEA Signs 3-Year Nuclear Education Deal with USask - Jul 30, 2026
11:09 ETDanube Record Low Forces Paks Shutdown in 72 Hours - Jul 30, 2026
08:17 ETGermany Funds Three Fusion Hubs with €125M First Tranche