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ENERGY

Nuclear, solar, grid — powering it all

The foundation of everything. US data center demand growing from 19GW (2023) to 35GW (2030). Big tech signed 10GW+ of new US nuclear capacity in 2025 alone. The AI boom has triggered a nuclear renaissance — Microsoft, Google, Meta, Amazon all signed major nuclear PPAs.

Nuclear (Constellation)Three Mile Island restartX-energy SMRKairos Power SMRNextEra EnergyBrookfield RenewableMeta 1.1GW dealSolar PPAsOn-campus generationUranium (Cameco)

ENERGY TOOLS

3 entries

Constellation Energy

Nuclear power for AI data centers

America's largest nuclear operator. Restarting Three Mile Island Unit 1 for a 20-year Microsoft PPA. Operates 21GW carbon-free generation.

nuclearbaseloadcarbon-freePPA

NextEra Energy

World's largest renewable energy generator

The world's largest generator of wind and solar energy. Pivoting hard into AI data center power.

renewablessolarwindutility

X-energy

Small modular reactor developer

Leading SMR developer backed by Amazon. Their Xe-100 reactor is designed for distributed deployment near data centers.

SMRnuclearnext-genAmazon-backed