As of March 2026, every major tech hyperscaler has signed at least one nuclear power deal for AI data center capacity. 13 announced projects commit over 9.8 GW of nuclear capacity to power the next generation of AI infrastructure. Meta leads with up to 6.6 GW across TerraPower (Natrium SFR), Oklo (Aurora SFR), Vistra, and Constellation. Microsoft secured an $16B 20-year PPA for the Three Mile Island Unit 1 restart (835 MW, expected 2027). Google committed to 500 MW of Kairos Power KP-FHR reactors. Amazon invested $700M in X-energy for up to 12 Xe-100 HTGRs, plus a $20B+ Susquehanna AI campus. The nuclear-for-AI thesis is clear: AI training clusters need 24/7 carbon-free baseload power at a scale that only nuclear can deliver.
| BUYER | DEVELOPER | PROJECT | REACTOR TYPE | CAPACITY | DEAL VALUE | TIMELINE | STATUS |
|---|---|---|---|---|---|---|---|
| Microsoft | Constellation Energy | Crane Clean Energy Center (TMI Unit 1) | Large reactor restart | 835 MW | $16B (20-year PPA) | 2027 | Under Construction |
| Kairos Power | Google/Kairos 500 MW Fleet | KP-FHR (Fluoride salt-cooled) | 500 MW | — | 2030 | Planned | |
| Amazon | X-energy / Energy Northwest | Cascade Advanced Energy Facility | Xe-100 HTGR | 960 MW | — | 2030s | Planned |
| Amazon | Talen Energy | Susquehanna AI Campus | Existing nuclear | — | $20B+ | — | Planned |
| Amazon | Dominion Energy | Virginia SMR Development | SMR (type TBD) | — | — | — | Planned |
| Meta | TerraPower | Meta/TerraPower Natrium Fleet | Natrium SFR | 4.0 GW | — | 2032-2035 | Planned |
| Meta | Oklo Inc. | Meta/Oklo Power Campus | Aurora SFR | 1.2 GW | — | — | Planned |
| Meta | Vistra | Meta/Vistra Nuclear PPA | Existing nuclear fleet | — | — | — | Planned |
| Meta | Constellation Energy | Meta/Constellation Nuclear PPA | Existing nuclear fleet | — | — | — | Planned |
| Equinix | Radiant Industries | Equinix/Radiant Microreactor Deployment | Kaleidos microreactor | 20 MW | — | 2028+ | Planned |
| Data Center Operators | Last Energy | Last Energy European Data Center Fleet | PWR-20 microreactor | 1.6 GW | GBP 300M (UK portion) | 2030+ | Planned |
| Data Center Operators | Last Energy | Last Energy Texas Data Center Fleet | PWR-20 microreactor | 600 MW | — | 2030+ | Planned |
| TBD (AI Data Center) | Aalo Atomics | Aalo Pod — First Nuclear-Powered AI Data Center | PWR (Aalo Pod 50 MWe) | 50 MW | TBD | 2027 | Planned |
20-year PPA for entire output of Three Mile Island Unit 1 restart. Renamed Crane Clean Energy Center. ~80% staffed with 500+ employees. DOE $1B loan closed Nov 2025.
First-ever US corporate SMR fleet deal. 500 MW of KP-FHR capacity. First reactor targeted 2030.
Up to 12 Xe-100 SMRs; first phase 4 units (320 MW). Amazon led $700M investment in X-energy. 1,000 construction + 100+ permanent jobs.
$20B+ investment converting Susquehanna nuclear power plant area into AI campus utilizing existing nuclear capacity.
Agreement to explore SMR development in Virginia for data center power needs.
Up to 8 Natrium plants: 2.8 GW baseload + 1.2 GW molten salt storage. First 2 units (690 MW) by 2032; 6 more (2.1 GW) by 2035.
1.2 GW Aurora power campus with Meta prepayment mechanism for project certainty.
Existing nuclear fleet PPA as part of Meta's nuclear strategy totaling up to 6.6 GW.
Prior agreement as part of Meta's nuclear portfolio. Meta total: up to 6.6 GW — one of most significant corporate nuclear purchasers.
20 Kaleidos microreactors for digital infrastructure. Each unit provides 1 MWe of portable, carbon-free power.
80+ microreactor commercial agreements in Europe, half for data centers. UK: 4 units in South Wales.
30 microreactors for data centers in Haskell County, Texas. ERCOT grid connection filed. NRC early site permit in preparation.
Aalo plans to co-locate first commercial Aalo Pod reactor with an AI data center near INL. Experimental Aalo-X reactor targeting criticality July 2026.
The nuclear-for-AI thesis is no longer theoretical — it is being executed at scale by every major hyperscaler. Meta has the largest commitment (5.2 GW) but the longest timeline (2032-2035). Microsoft will be first to receive nuclear power (Crane Clean Energy Center, 835 MW, 2027) because it chose an existing reactor restart rather than new construction. Google and Amazon are betting on next-generation SMRs (Kairos KP-FHR and X-energy Xe-100) — higher risk, but purpose-built for the task. The pattern is clear: existing nuclear restarts deliver power fastest, while new-build SMRs offer scale. Companies pursuing both strategies simultaneously — as Meta is doing — are best positioned. Total committed nuclear capacity for data centers now exceeds 9.8 GW, representing more capital commitment to nuclear energy than any prior decade in US history.