Palantir Technologies has partnered with Nuclear Company to develop an AI-driven software system designed to streamline nuclear reactor construction. The five-year, $100 million deal positions Palantir to capitalize on renewed interest in nuclear energy, driven by surging power demands from AI data centers and supportive federal policies under the Trump administration.
What you should know: The partnership will create a nuclear operating system (NOS) that simplifies construction processes, enabling faster and more cost-effective nuclear plant development.
- Nuclear Company, a Kentucky-based nuclear deployment firm, will pay Palantir approximately $100 million over five years to develop the platform.
- The collaboration comes as nuclear energy gains traction as a cleaner, more reliable alternative to wind and solar power.
The big picture: Nuclear energy is experiencing a renaissance amid unprecedented power demand growth and favorable regulatory changes.
- U.S. power consumption is projected to reach record highs in 2025 and 2026 after nearly two decades of stagnation, primarily due to power-hungry AI data centers and cryptocurrency mining operations.
- President Trump’s executive orders signed in May aim to boost nuclear energy production by directing the Nuclear Regulatory Commission to reduce regulations and fast-track new reactor licenses.
Policy landscape: Recent federal actions have created a more favorable environment for nuclear development.
- Trump’s tax and spending bill eliminated many green-energy subsidies while preserving nuclear energy tax credits.
- The regulatory push comes as the industry seeks to meet surging electricity demand from the expanding AI and data center sector.
Why this matters: The partnership reflects how AI companies are increasingly investing in nuclear infrastructure to secure reliable power sources for their operations, while traditional nuclear companies are leveraging AI to overcome construction challenges that have historically plagued the industry.
Recent Stories
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, 2025Tying 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, 2025Vatican 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...