Palantir goes nuclear

Editor's note: And that likely means JD Vance and Peter Thiel will move Palantir into the White House in 2028 ("one patsy scripted" false flag mass shootings designed to roll out surveillance). Palantir is involved with nuclear energy, though not in the way anyone might initially expect. Palantir has partnered with a company called "The Nuclear Company" to develop an AI-driven software platform named "Nuclear Operating System" (NOS). This software is designed to streamline and accelerate the construction of new nuclear reactors, aiming to make the process "more data-driven, predictable, and cost-effective." While Palantir is not directly involved in building data centers or mining uranium, its software is being used to support the construction of nuclear power plants, which are seen as a solution for meeting the growing energy demands of AI data centers. Is this why Trump and Putin were buddies, if only temporarily, to secure Russian sources of the only commercial-scale producer of HALEU (High-Assay Low-Enriched Uranium) until the US can start producing its own? One can only surmise right? The nuclear power plants that Palantir's software is helping to develop will likely be next-generation advanced or small modular reactors (SMRs). These newer designs require the different type of HALEU fuel, which is enriched to a higher concentration than the fuel used in today's traditional reactors.

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Uranium [HALEU] as a Data Center Power Source: A Comprehensive Outline

August 31, 2025 | By Abel Danger

The rapid expansion of artificial intelligence (AI) and cloud computing is driving an unprecedented surge in electricity demand from data centers. As these facilities become more power-intensive, the need for a reliable, scalable, and low-carbon energy source has become a critical challenge. Traditional power grids are under immense strain, and intermittent renewable sources like solar and wind cannot provide the consistent, round-the-clock power that data centers require. In response, major technology firms are increasingly turning to nuclear energy, specifically uranium-fueled reactors, as a viable solution to meet this escalating demand.

Nuclear power offers several key benefits that align with the specific needs of modern data centers. The primary advantage is its unmatched reliability. Unlike other energy sources, nuclear reactors have an exceptionally high capacity factor, operating continuously and independent of weather conditions. This provides the stable, "baseload" power essential for maintaining the high uptime requirements of data centers.

Additionally, nuclear energy is a zero-carbon power source, helping companies meet their ambitious sustainability and net-zero emissions goals. Its high energy density means a small amount of fuel can produce a massive amount of electricity, which is highly scalable for large, hyperscale data center campuses. Recent deals, such as those by Amazon, Google, Microsoft, and Meta, to either procure power from existing nuclear plants or invest in new reactor projects, underscore this growing trend.

Small Modular Reactors (SMRs) are an emerging technology that is accelerating the adoption of nuclear power for data centers. SMRs are a new generation of reactors that are smaller, more flexible, and potentially more affordable than traditional nuclear plants. Their modular design allows them to be factory-built and deployed directly on-site at data center campuses, reducing construction time and capital costs.

This on-site power generation also minimizes the need for expensive and often delayed grid transmission upgrades, addressing a major bottleneck in data center development. While the first commercial deployments are still a few years away, expected around the early 2030s, SMRs are seen as a long-term, scalable solution for the industry's future energy needs.

Despite the significant benefits, the widespread adoption of nuclear energy for data centers faces several challenges. Regulatory hurdles and licensing processes for new reactor construction can be lengthy and complex. The initial capital costs for building new nuclear facilities, even SMRs, remain high compared to other power sources. Public perception and geopolitical concerns, particularly in regions like Asia-Pacific, present another barrier to adoption.

Furthermore, the handling and long-term storage of spent nuclear fuel remain a critical issue that must be addressed by the industry and governments. While companies are exploring ways to navigate these challenges, the timeline for a large-scale transition to nuclear-powered data centers will be influenced by policy, innovation, and public acceptance.

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More:

Power Shift: Tech Giants Pioneering Nuclear Power for Data Centers

What's really going on with data centers and nuclear?

The United States of Palantir

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