Overview

• Palantir and The Nuclear Company will co-develop the Nuclear Operating System (NOS), the first real-time AI software built exclusively to streamline nuclear reactor construction.
• Kentucky-based The Nuclear Company will pay Palantir roughly $100 million over five years to design and deploy the NOS platform.
• President Trump’s May executive orders call for 400 gigawatts of US nuclear capacity by 2050 and require 10 large-scale reactors to be under construction by 2030.
• Following the partnership announcement, Palantir’s shares set a new intraday record, reflecting investor confidence in its move into energy infrastructure.
• China’s additions of 10 gigawatts of nuclear capacity per year versus the US’s two gigawatts over the last 30 years underscore the partnership’s strategic impetus.