SMR Intelligence Hub

Amazon signed an agreement supporting Energy Northwest's development of four X-energy Xe-100 SMRs at the Columbia Generating Station site in Washington, totaling 320 MW with potential expansion to 960 MW. AWS will purchase the power output for its data centers. This marks Amazon's first utility-scale SMR project investment.

Google committed to purchasing 500 MW of power from up to six Kairos Power small modular reactors, with the first online by 2030 and additional units every two years. The agreement supports Google's 24/7 carbon-free energy goal for data centers. This is Google's first major SMR power deal.

Meta entered a collaboration with Aalo Atomics to develop 3 GW of SMR capacity at a site in Texas, securing power purchase rights for its data centers. The deal aims to support Meta's goal of 100% renewable and nuclear energy matching by 2030. This is Meta's first announced nuclear SMR partnership.

Google signed the world's first corporate nuclear energy deal with Kairos Power for multiple 50 MW fluoride salt-cooled high-temperature reactors. Target deployment starting 2030, full capacity by 2035.

Oracle announced a partnership with NuScale Power to deploy up to 1 GW of small modular reactors to power its AI data centers. The deal focuses on reliable, carbon-free baseload power. Details on specific sites and timelines are pending regulatory approvals.

Microsoft signed a 20-year power purchase agreement with Constellation Energy to restart the shuttered Three Mile Island Unit 1 nuclear reactor in Pennsylvania. The deal provides 835 MW of carbon-free power specifically for Microsoft's data centers. This is one of the first major corporate restarts of a nuclear plant.

Oracle announced plans to power a planned AI data center campus with three small modular reactors. Target capacity of 462 MW. Project pending NuScale NRC design certification outcomes.

Meta signed an agreement with Oklo for 150 MW of nuclear power from Aurora microreactors starting in the early 2030s. Contingent on NRC licensing approval for Oklo's design.

Google expanded nuclear power procurement with Constellation, adding approximately 1,000 MW from existing fleet nuclear assets to power Google Cloud regions in the Midwest.

Amazon Web Services inked a deal with Dominion Energy for nuclear power from North Anna Power Station to support Virginia data center operations. One of the largest nuclear PPAs ever signed.

Microsoft signed a 20-year PPA with Constellation to restart TMI Unit 1. The 835 MW reactor will power Microsoft data centers after a $1.6B refurbishment. Regulatory approvals ongoing.

Microsoft invested $678M in Helion Energy and agreed to purchase power from Helion's first commercial fusion plant targeting 2028. A landmark corporate fusion bet — 50 MW initial capacity.