The nuclear power deals behind the AI revolution
Track the companies, contracts and capacity powering AI data centers. Every agreement is classified by how binding it really is and traced to a primary source.
Announced capacity by buyer
Megawatts by how binding the deal is. "Up to" figures use the upper bound; undisclosed capacity counts as zero.
Deal register
Select a row for terms, status notes and sources. Download the full dataset (CSV).
| Counterparty · project | Type | Commitment | Status |
|---|
Research by buyer
Every nuclear agreement from the four hyperscalers, with terms, status and sources.
Know which nuclear deals are real
Get newly verified agreements, status changes and company intelligence. One email a week at most.
How this register is built
What counts
A deal is listed when a named buyer and a named nuclear supplier or developer announce terms tied to data center or AI load. Statements of intent with no named counterparty, equipment partnerships and open solicitations are left out.
Commitment levels
- Signed contract: a PPA, offtake agreement or tariff subscription with stated terms.
- Pre-agreement / development: prepayments, deposits, development funding or equity tied to future supply.
- MOU / LOI / option: non-binding frameworks, letters of intent and option rights.
How capacity is counted
Megawatts are the contracted or announced figure. Where a deal says "up to", the upper bound is used and the row is marked ≤. Undisclosed capacity is shown as such and adds nothing to totals. Superseded deals and deals already counted inside a larger agreement stay in the register but are excluded from totals.
Sources and corrections
Each row links to the company release, regulator filing or trade-press report used. Company releases and filings are preferred; rows that rely on trade press are marked as medium confidence. Spot an error or a deal we missed? Email info@ikpholdings.com.