Overview

• Palantir and The Nuclear Company will co-develop the Nuclear Operating System (NOS), the first AI-driven, real-time software built exclusively for nuclear construction.
• The five-year deal is valued at about $100 million, with NOS to be built on Palantir’s Foundry platform to enhance project management.
• NOS is designed to deliver schedule certainty, cost savings, proactive risk prevention and stronger regulatory confidence for new reactors.
• The partnership advances President Donald Trump’s May executive orders that direct regulators to accelerate nuclear licensing and expand U.S. capacity to 400 GW by 2050.
• Palantir’s shares rose to a record intraday high following the announcement, underscoring investor optimism about its growing role in America’s energy infrastructure.