Nuclear Renaissance
After decades of decline, nuclear power is back, driven by data centers, climate goals, and energy security
New nuclear plants are again being planned in the United States. Large power buyers are signing long-term agreements tied to nuclear output. Shuttered plants are being evaluated for restart, and small modular reactors are moving from design to early deployment. This page tracks the main projects and contracts.
Major Tech-Nuclear Deals
Microsoft × Constellation: Three Mile Island
Microsoft signed a 20-year PPA to restart TMI Unit 1, which shut down in 2019. The 835 MW plant will supply power matched to Microsoft data center consumption in PJM. Target restart: 2028.
Amazon × Talen Energy: Susquehanna
Amazon partnered with Talen Energy at the 2.5 GW Susquehanna nuclear plant. After FERC denied the original 960 MW behind-the-meter deal, Talen signed a new 1,920 MW front-of-the-meter PPA with Amazon in June 2025.
Amazon × Dominion: North Anna SMR
Amazon partnered with Dominion to explore building a small modular reactor near the existing North Anna nuclear station in Virginia.
Google × Kairos Power: SMR Fleet
Google signed a first-of-its-kind deal for Kairos to deploy multiple SMRs, targeting 500 MW by 2035. First reactor expected online 2030.
Google × NextEra: Up to 9 GW Nuclear
Google is in advanced discussions with NextEra Energy for up to 9 GW of nuclear capacity, including recommissioning the Duane Arnold plant in Iowa, with some capacity potentially online by 2028 under a 25-year PPA.
Meta: 6.6 GW Nuclear by 2035
Meta committed to 6.6 GW of nuclear energy by 2035 — the largest corporate nuclear commitment in US history. Deals with Vistra (Perry, Davis-Besse, Beaver Valley), Constellation (Clinton, 1.1 GW), TerraPower Natrium (690 MW), and Oklo Aurora at Portsmouth (1.2 GW).
Microsoft + Nvidia: AI Tools for Nuclear Permitting
Microsoft and Nvidia launched AI-powered tools to compress the nuclear plant lifecycle — permitting, design, construction, operations. Early adopter Aalo Atomics cut permitting workload 92%, saving ~$80M annually.
Major Projects
Westinghouse AP1000 Fleet
An $80 billion federal deal to deploy up to 10 new AP1000 reactors, revitalizing the domestic nuclear supply chain after Vogtle completion. First units could break ground by late 2020s.
Holtec: Palisades Restart + SMR-300
Palisades restart funded by $1.52B DOE loan + $1.3B USDA. Separately, Holtec received $400M DOE grant for SMR-300 deployment at the Michigan site. Targeting 10 GW SMR fleet by 2030s.
TVA BWRX-300: Clinch River
Tennessee Valley Authority received $400M DOE grant to build a GE-Hitachi BWRX-300 SMR at Clinch River, with more units planned.
VC Summer Revival?
South Carolina Governor McMaster is backing a potential restart of the abandoned VC Summer nuclear project. Original cost overruns topped $9 billion.
Key States
Key Players
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Tracking SMR deals, plant restarts, NRC updates, and nuclear-powered data centers