Recent reported investments represented in the infographic above include:
● Microsoft and Constellation Energy agreed to restart Three Mile Island Unit 1, an 835-megawatt reactor.
● Meta plans to purchase 1.1 gigawatts of power from Constellation’s Clinton Clean Energy Center in Illinois beginning in June 2027.
● Google and NextEra have agreed to revive the 615 MW Duane Arnold nuclear plant in Iowa, and Google has partnered with Kairos Power, Elementl, and Commonwealth Fusion Systems.
● Amazon and X-energy are partnering on a 4 unit 320-megawatt SMR project with Energy Northwest in central Washington.
● Google and Kairos are investing in the 50 MW Hermes 2 Plant under development at Oak Ridge National Laboratory, Tennessee with the goal of ultimately deploying 500 MW of power.
● OpenAI and Oklo are collaborating to build an Aurora microreactor at the Idaho National Laboratory in Idaho Falls.
● NVIDIA and TerraPower are developing the first Natrium reactor plant in Wyoming, featuring a 345-MWe sodium-cooled fast reactor using HALEU fuel.
● Helion has begun construction on a nuclear fusion plant designed to supply power to Microsoft by 2028.
● Oracle intends to invest in three small modular reactors to power a data center, with the final site location yet to be announced.
Gabriela Zanko, Della Ratta Fellow, Partnership for Global Security
