Nuclear & Uranium

Cautionary tale as US eyes nuclear boom for data centers:

• Massive overruns: $14B budgeted in 2009 to $36.8B in 2024, 7 years late.
• Ratepayer hit:...

AI-nuclear synergies accelerate across the board:

• Reactor design boost: Oklo-INL partnership deploys AI workflows to hasten Pluto reactor...

China's nuclear expansion transcends electricity generation, with advanced reactors positioned as strategic assets for global dominance—not just science projects—beyond conventional large reactors, as listed by PRIS.

Major policy push for nuclear renaissance:

• DOE eyes billions in financing for utilities to secure years-long components like reactor vessels and...

Regulatory wave hits stride:

• NRC approves Terrestrial Energy's PIE methodology for safety evaluations.
• DOE clears Aalo Atomics' Aalo-X test...

AI's power surge is overwhelming grids, thrusting nuclear as the go-to baseload fix:

• Grid crunch: Virginia queues stretch years; U.S. data centers...

Major utility win for PJM grid:

• Constellation enters 5GW nuclear, gas, battery capacity
• Calpine adds 380MW with exclusive power, grid connectivity, site infrastructure
  Vital step in nuclear capacity ramp-up.

Weather risks reveal uranium supply's vulnerability, with Saskatchewan flooding sparking fresh concerns.

• Market shifts toward prioritizing operational resilience
• Ties into broader supply challenges amid rising nuclear interest

ORNL breakthrough fills MSR data gaps:

• Measured thermal conductivity and viscosity of uranium-bearing salts with novel tools like variable gap...

SMR expansion heats up: GE Vernova-Hitachi agreement deploys 300MW BWRX-300 reactors across Southeast Asia, first advanced US design in a nuclear-free...

Investor frenzy grips nuclear plays amid AI power demand:

• Vistra up 850% in two years with 89% revenue growth, matching Nvidia returns
• X-Energy...

Nuclear giant EDF plans to sell its Chinese wind and solar assets for over $500M amid a strategic pivot to nuclear expansion – underscoring the atomic energy renaissance.

• US electricity demand grows 3% annually through 2035, dramatic post-stagnation, driven by tech
• Amazon links with Paladin Energy for nuclear power...

Texas A&M is pioneering the nuclear renaissance with generative AI co-pilots via the NAIRR Pilot, enabling real-time nuclear reactor operations by reducing data latency.

Shadow inventory blindsides markets:

• 1.7t HALEU mystery: Arrived in U.S. from Japan on May 7, 2026—no mine, enricher, or utility reported it.
  -...

Reactor Restart Momentum

• 🔥 Constellation Three Mile Island: Constellation Energy awaits U.S. regulator decision next month on restarting Three...

China kicked off construction of a new Hualong One unit – its domestically designed third-generation nuclear reactor – in Huizhou City, Guangdong, on May 10 night. A fresh signal of accelerating global nuclear builds.

Did Chernobyl instill irrational fears blocking nuclear's climate role? Experts debate amid renaissance signs.

• Pro-nuclear shift: US to quadruple...

Hermes 2 is the first reactor under Kairos Power's 500MW deal with Google for advanced nuclear power production, now fueling AI data centers via utility purchase—a milestone in nuclear's AI surge.

• Symbolic revival: Microsoft-linked Three Mile Island restart symbolizes old nuclear plants powering AI data centers.
• Constellation's progress:...