back
Get SIGNAL/NOISE in your inbox daily

Westinghouse plans to build 10 large nuclear reactors in the U.S., with construction beginning by 2030, interim CEO Dan Sumner announced to President Trump during a Pittsburgh roundtable. The ambitious project would generate $75 billion in economic value nationwide and $6 billion specifically for Pennsylvania, marking a significant expansion of nuclear power infrastructure amid Trump’s push to quadruple U.S. nuclear capacity by 2050.

What you should know: Each AP1000 reactor generates enough electricity to power more than 750,000 homes, representing substantial clean energy capacity.

  • The announcement came during a conference on energy and artificial intelligence at Carnegie Mellon University, where executives revealed over $90 billion in combined investments for data centers and power infrastructure.
  • Sen. Dave McCormick, a Pennsylvania Republican, organized the event, highlighting the intersection of energy needs and AI development.

Why this matters: The U.S. has built only two new nuclear reactors in the past 30 years, both Westinghouse AP1000s at Plant Vogtle in Georgia.

  • That project came in $18 billion over budget and seven years behind schedule, ultimately contributing to Westinghouse’s bankruptcy.
  • Trump issued four executive orders in May aimed at quadrupling nuclear power by 2050, calling for 10 nuclear plants under construction and ordering a “wholesale revision” of Nuclear Regulatory Commission rules.

The big picture: Westinghouse emerged from bankruptcy in 2018 and is now owned by Cameco, a Canadian uranium miner, and Brookfield Asset Management.

  • The company announced a partnership with Google on Tuesday to use AI tools to make AP1000 construction an “efficient, repeatable process.”
  • This represents a strategic effort to address the cost overruns and delays that plagued previous nuclear projects.

Key details: The timeline aligns with Trump’s nuclear expansion goals, which call for significant regulatory reform to accelerate project approval and construction.

  • The proposed reactors would substantially increase U.S. nuclear capacity, supporting both clean energy goals and the growing power demands of AI data centers.
  • Pennsylvania stands to benefit significantly from the economic impact, with $6 billion in projected value creation within the state.

Recent Stories

Oct 17, 2025

DOE fusion roadmap targets 2030s commercial deployment as AI drives $9B investment

The Department of Energy has released a new roadmap targeting commercial-scale fusion power deployment by the mid-2030s, though the plan lacks specific funding commitments and relies on scientific breakthroughs that have eluded researchers for decades. The strategy emphasizes public-private partnerships and positions AI as both a research tool and motivation for developing fusion energy to meet data centers' growing electricity demands. The big picture: The DOE's roadmap aims to "deliver the public infrastructure that supports the fusion private sector scale up in the 2030s," but acknowledges it cannot commit to specific funding levels and remains subject to Congressional appropriations. Why...

Oct 17, 2025

Tying it all together: Credo’s purple cables power the $4B AI data center boom

Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...

Oct 17, 2025

Vatican launches Latin American AI network for human development

The Vatican hosted a two-day conference bringing together 50 global experts to explore how artificial intelligence can advance peace, social justice, and human development. The event launched the Latin American AI Network for Integral Human Development and established principles for ethical AI governance that prioritize human dignity over technological advancement. What you should know: The Pontifical Academy of Social Sciences, the Vatican's research body for social issues, organized the "Digital Rerum Novarum" conference on October 16-17, combining academic research with practical AI applications. Participants included leading experts from MIT, Microsoft, Columbia University, the UN, and major European institutions. The conference...