Palantir Technologies (PLTR, Financial) has inked a $100 million deal with The Nuclear Company to co-develop an AI-driven “nuclear operating system” (NOS) aimed at making U.S. reactor construction faster, safer, and more predictable.
Under the agreement, The Nuclear Company will pay Palantir roughly $100 million to build NOS—an AI software platform that uses data analytics and machine learning to optimize every step of nuclear plant construction.
The system is designed to turn what has traditionally been a complex, bespoke process into a standardized, repeatable workflow, reducing delays and cost overruns. Palantir shares ticked up about 1% in premarket trading on Thursday following the announcement.
As U.S. energy demand hits record levels—driven in part by power-hungry AI data centers—renewed focus on nuclear power is growing. Last month's executive orders from President Trump mandate building 400 GW of nuclear capacity by 2050 and starting 10 large reactors by 2030. NOS could be a critical tool for meeting those targets, blending advanced software with large-scale infrastructure projects.
This partnership marks Palantir's first foray into civilian nuclear construction software. Investors should watch for initial NOS deployments and milestone payments, which could meaningfully bolster Palantir's commercial revenues in the coming years.
