Load list · every tracked deal, by the strength of what binds the buyer
Deals
42 deals. 14,151 MW are binding (tiers 1–3), and 95% of that comes from reactors that already exist. Tiers 5–8 add 43,783 MW of options, frameworks and letters, 3.09× the binding total. Tier rules are in the Method.
MW counted, by tier
Each block is one deal · fission only · as of Oct 23, 2026
1 Binding PPA, operating plant9,617 MW7 deals
2 Restart/uprate with offtaker3,864 MW7 deals
3 Binding offtake, new reactor670 MW5 deals
4 Offtaker equity320 MW1 deal
5 Development/site with milestones7,445 MW7 deals
6 Framework / MOU / GW target27,840 MW9 deals
7 RFP / LOI / exploring8,498 MW6 deals
8 'Nuclear-powered' campus, no vendor/license/fuelno deals0 deals
Rows with no stated MW, and the two fusion comparators, are listed below but not counted. Totals are not yet cut by delivery date; see the Method.
The deal list
Open a deal name for a short detail view · contract terms are not shown
All 42 tracked deals with tier, MW counted, k-band, evidence grade and as-of date
| Deal | Parties | Tier | MW counted | k-band | Grade | As of |
|---|
| Tier 1 · Binding PPA, operating plant (binding) |
|---|
Constellation existing-fleet supply- Category
- Large LWR
- Deployment
- Utility grid unit (PJM)
- Licensing rung
- 5 (operating)
- Lead source
- Constellation (full source pack in the Control Room)
| Constellation ↔ Google | 1 | 2,700 | k>1 | C | Oct 23, 2026 |
|---|
Perry + Davis-Besse PPAs- Category
- Large LWR
- Deployment
- Utility grid unit (PJM)
- Licensing rung
- 5 (operating)
- Lead source
- Meta (full source pack in the Control Room)
| Vistra ↔ Meta | 1 | 2,176 | k>1 | C | Oct 23, 2026 |
|---|
Susquehanna PPA (amended)- Category
- Large LWR
- Deployment
- Utility grid unit (front-of-meter since Apr 2026; was co-located)
- Licensing rung
- 5 (operating)
- Lead source
- Talen PR (full source pack in the Control Room)
| Talen Energy ↔ Amazon (AWS) | 1 | 1,920 | k>1 | A | Oct 23, 2026 |
|---|
Comanche Peak PPA- Category
- Large LWR
- Deployment
- Co-located data center (1,200 MW load directly connected, per PUCT filing)
- Licensing rung
- 5 (operating)
- Lead source
- Vistra Q4-25 (full source pack in the Control Room)
| Vistra ↔ Amazon Data Services (AWS named Feb 2026) | 1 | 1,200 | k>1 | A | Oct 23, 2026 |
|---|
Clinton PPA + relicense- Category
- Large LWR
- Deployment
- Utility grid unit (MISO)
- Licensing rung
- 5 (operating; renewed to Apr 2047, Dec 2025)
- Lead source
- DCF (full source pack in the Control Room)
| Constellation ↔ Meta | 1 | 1,121 | k>1 | C | Oct 23, 2026 |
|---|
Calvert Cliffs PPA (existing share)- Category
- Large LWR
- Deployment
- Utility grid unit (PJM; on-site campus withdrawn)
- Licensing rung
- 5 (operating)
- Lead source
- DCF (full source pack in the Control Room)
| Constellation ↔ Amazon | 1 | 500 | k>1 | C | Oct 23, 2026 |
|---|
Loviisa PPA (Finland)- Category
- Large LWR
- Deployment
- Utility grid unit (non-US)
- Licensing rung
- 5 (operating)
- Lead source
- NNN (full source pack in the Control Room)
| Fortum ↔ Google | 1 | not countedMW not stated | k>1 | D | Oct 23, 2026 |
|---|
| Tier 2 · Restart/uprate with offtaker (binding) |
|---|
PJM fleet uprates (11 units)- Category
- Restart/uprate
- Deployment
- Utility grid unit (PJM)
- Licensing rung
- 4 (uprate LAR filings not checked)
- Lead source
- Constellation (full source pack in the Control Room)
| Constellation ↔ Google | 2 | 890 | k=1 | C | Oct 23, 2026 |
|---|
Crane (TMI-1) restart- Category
- Restart/uprate
- Deployment
- Utility grid unit (PJM)
- Licensing rung
- 4 (OL to Apr 19, 2034; restart exemption + 3 LARs pending)
- Lead source
- DOE EDF (full source pack in the Control Room)
| Constellation ↔ Microsoft | 2 | 835 | k=1 | A | Oct 23, 2026 |
|---|
Palisades restart- Category
- Restart/uprate
- Deployment
- Utility grid unit (MISO)
- Licensing rung
- 5 (fuel load in progress)
- Lead source
- FR 2026-21594 (full source pack in the Control Room)
| Holtec ↔ Wolverine + Hoosier co-ops | 2 | 805 | k>1 | A | Oct 23, 2026 |
|---|
Duane Arnold restart- Category
- Restart/uprate
- Deployment
- Utility grid unit (MISO)
- Licensing rung
- 4 (restart approvals pending; NRC decision target Jan 29, 2028)
- Lead source
- NextEra (full source pack in the Control Room)
| NextEra ↔ Google (CIPCO takes remainder) | 2 | 615 | k=1 | A | Oct 23, 2026 |
|---|
Perry / Davis-Besse / Beaver Valley uprates- Category
- Restart/uprate
- Deployment
- Utility grid unit (PJM)
- Licensing rung
- 4 (uprate LAR filings not checked)
- Lead source
- DCF (full source pack in the Control Room)
| Vistra ↔ Meta | 2 | 433 | k=1 | C | Oct 23, 2026 |
|---|
Calvert Cliffs uprate share- Category
- Restart/uprate
- Deployment
- Utility grid unit (PJM)
- Licensing rung
- 4
- Lead source
- DCF (full source pack in the Control Room)
| Constellation ↔ Amazon | 2 | 190 | k=1 | C | Oct 23, 2026 |
|---|
Vogtle 1–2 / Hatch NU-1 uprates- Category
- Restart/uprate
- Deployment
- Utility grid unit
- Licensing rung
- 4 (NRC uprate approvals pending)
- Lead source
- DCF (full source pack in the Control Room)
| Georgia Power ↔ Google (tariff, not PPA) | 2 | 96 | k=1 | D | Oct 23, 2026 |
|---|
| Tier 3 · Binding offtake, new reactor (binding) |
|---|
Long Mott Generating Station- Category
- Advanced/Gen IV
- Deployment
- Behind-the-meter industrial
- Licensing rung
- 2 (docketed; ACRS supported issuance Oct 16, 2026)
- Lead source
- NRC Long Mott (full source pack in the Control Room)
| Dow ↔ X-energy (DOE ARDP) | 3 | 320 | k=1 | A | Oct 23, 2026 |
|---|
Darlington BWRX-300 Unit 1- Category
- SMR (LWR)
- Deployment
- Utility grid unit
- Licensing rung
- 3 (licence to construct)
- Lead source
- Ontario (full source pack in the Control Room)
| OPG (Ontario crown utility) / GE Vernova Hitachi | 3 | 300 | k=1 | B | Oct 23, 2026 |
|---|
Hermes 2- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit (TVA, serves Google DCs)
- Licensing rung
- 3 (CP 2024)
- Lead source
- Neutron Bytes (full source pack in the Control Room)
| Kairos ↔ TVA PPA ↔ Google | 3 | 50 | k=1 | A | Oct 23, 2026 |
|---|
Orion fusion PPA (comparator)- Category
- Fusion (comparator)
- Deployment
- Utility grid unit
- Licensing rung
- n/a
- Lead source
- Axios (full source pack in the Control Room)
| Helion ↔ Microsoft | 3 | not countedcomparator | none | D | Oct 23, 2026 |
|---|
ARC offtake (comparator)- Category
- Fusion (comparator)
- Deployment
- Utility grid unit
- Licensing rung
- n/a
- Lead source
- NNN (full source pack in the Control Room)
| Commonwealth Fusion Systems ↔ Google | 3 | not countedcomparator | none | C | Oct 23, 2026 |
|---|
| Tier 4 · Offtaker equity (equity) |
|---|
Cascade Advanced Energy Facility- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit (public power owner)
- Licensing rung
- 1 (pre-application)
- Lead source
- NRC pre-app (full source pack in the Control Room)
| Energy Northwest ↔ X-energy ↔ Amazon (led $700M Series C-1) | 4 | 320 | k<1 | A | Oct 23, 2026 |
|---|
| Tier 5 · Development/site with milestones (non-binding) |
|---|
Natrium fleet (2 funded + 6 rights)- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit (sites TBD)
- Licensing rung
- 1 (no site docketed)
- Lead source
- TerraPower (full source pack in the Control Room)
| TerraPower ↔ Meta | 5 | 2,800 | k<1 | C | Oct 23, 2026 |
|---|
V.C. Summer 2–3 completion- Category
- Large LWR
- Deployment
- Utility grid unit
- Licensing rung
- 1 (COLs terminated 2019)
- Lead source
- Reuters (full source pack in the Control Room)
| Santee Cooper ↔ Brookfield | 5 | 2,200 | k<1 | C | Oct 23, 2026 |
|---|
Pike County OH Aurora campus- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit (former Portsmouth GDP site)
- Licensing rung
- 1 (Aurora COLA denied Jan 2022; pre-app)
- Lead source
- Oklo 10-K (full source pack in the Control Room)
| Oklo ↔ Meta (prepayment) | 5 | 1,200 | k<1 | A | Oct 23, 2026 |
|---|
Palisades Pioneer 1–2 (SMR-300)- Category
- SMR (LWR)
- Deployment
- Utility grid unit
- Licensing rung
- 2 (dockets 50-616/617)
- Lead source
- FR 2026-03943 (full source pack in the Control Room)
| Holtec + Hyundai E&C | 5 | 600 | k<1 | A | Oct 23, 2026 |
|---|
Kemmerer Unit 1 (Natrium)- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit
- Licensing rung
- 3 (CPAR-1)
- Lead source
- FR 2026-05067 (full source pack in the Control Room)
| TerraPower (DOE ARDP); offtaker not verified | 5 | 345 | k<1 | A | Oct 23, 2026 |
|---|
Clinch River BWRX-300- Category
- SMR (LWR)
- Deployment
- Utility grid unit
- Licensing rung
- 3 (CPAR-2)
- Lead source
- FR 2026-20345 (full source pack in the Control Room)
| TVA (self-build) | 5 | 300 | k<1 | A | Oct 23, 2026 |
|---|
Army Janus (5 bases)- Category
- Microreactor
- Deployment
- Federal/military
- Licensing rung
- Army authorization (tracked separately)
- Lead source
- army.mil (full source pack in the Control Room)
| Army ↔ Antares, BWXT, General Atomics, Radiant, Westinghouse | 5 | not countedMW not stated | k<1 | A | Oct 23, 2026 |
|---|
| Tier 6 · Framework / MOU / GW target (non-binding) |
|---|
Switch master power agreement- Category
- Advanced/Gen IV
- Deployment
- Co-located data center (sites TBD)
- Licensing rung
- 1
- Lead source
- Reuters (full source pack in the Control Room)
| Oklo ↔ Switch | 6 | 12,000 | k<1 | C | Oct 23, 2026 |
|---|
TVA–ENTRA1 NuScale program- Category
- SMR (LWR)
- Deployment
- Utility grid unit
- Licensing rung
- 1 (no site)
- Lead source
- Motley Fool (full source pack in the Control Room)
| ENTRA1 ↔ TVA (NuScale technology) | 6 | 6,000 | k<1 | D | Oct 23, 2026 |
|---|
X-energy 5 GW partnership (remainder)- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit
- Licensing rung
- —
- Lead source
- Amazon (full source pack in the Control Room)
| Amazon ↔ X-energy ↔ KHNP ↔ Doosan | 6 | 3,080 | k<1 | C | Oct 23, 2026 |
|---|
Endeavour / Edged co-development- Category
- SMR (LWR)
- Deployment
- Co-located data center
- Licensing rung
- —
- Lead source
- NNN (full source pack in the Control Room)
| Deep Fission ↔ Endeavour | 6 | 2,000 | k<1 | C | Oct 23, 2026 |
|---|
Elementl three-site program- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit (tech TBD)
- Licensing rung
- —
- Lead source
- Elementl (full source pack in the Control Room)
| Elementl Power ↔ Google | 6 | 1,800 | k<1 | C | Oct 23, 2026 |
|---|
Port of Victoria (Blue Energy)- Category
- SMR (LWR)
- Deployment
- Co-located data center
- Licensing rung
- 2 (docket 99902137; ML26265A371)
- Lead source
- FR 2026-20678 (full source pack in the Control Room)
| Blue Energy ↔ Crusoe | 6 | 1,500 | k<1 | A | Oct 23, 2026 |
|---|
Indiana Xe-100 plant (Breed site)- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit
- Licensing rung
- —
- Lead source
- Amazon (full source pack in the Control Room)
| Amazon ↔ X-energy ↔ AEP / I&M | 6 | 960 | k<1 | C | Oct 23, 2026 |
|---|
Kairos master agreement (remainder)- Category
- Advanced/Gen IV
- Deployment
- Utility grid unit
- Licensing rung
- —
- Lead source
- Kairos (full source pack in the Control Room)
| Kairos ↔ Google | 6 | 450 | k<1 | C | Oct 23, 2026 |
|---|
Crusoe–Aalo partnership- Category
- Microreactor
- Deployment
- Co-located data center
- Licensing rung
- DOE (Aalo-X critical Jul 4, 2026)
- Lead source
- NNN (full source pack in the Control Room)
| Aalo Atomics ↔ Crusoe | 6 | 50 | k<1 | C | Oct 23, 2026 |
|---|
| Tier 7 · RFP / LOI / exploring (non-binding) |
|---|
Project Matador AP1000 ×4- Category
- Large LWR
- Deployment
- Co-located data center
- Licensing rung
- 2 (docketed; NRC-2026-0100; ML26261A417)
- Lead source
- FR 2026-20742 (full source pack in the Control Room)
| Fermi America (Westinghouse tech; no nuclear offtaker) | 7 | 4,400 | k<1 | A | Oct 23, 2026 |
|---|
Standard Power SMR plan- Category
- SMR (LWR)
- Deployment
- Co-located data center
- Licensing rung
- —
- Lead source
- NNN (full source pack in the Control Room)
| Standard Power ↔ NuScale / ENTRA1 | 7 | 1,848 | k<1 | C | Oct 23, 2026 |
|---|
Equinix pre-agreements- Category
- Advanced/Gen IV
- Deployment
- Co-located data center
- Licensing rung
- —
- Lead source
- Equinix (full source pack in the Control Room)
| Equinix ↔ Oklo, ULC-Energy/Rolls-Royce, Stellaria, Radiant | 7 | 1,250 | k<1 | C | Oct 23, 2026 |
|---|
NYPA upstate advanced nuclear- Category
- Large LWR
- Deployment
- Utility grid unit (tech TBD)
- Licensing rung
- —
- Lead source
- NYPA (full source pack in the Control Room)
| NYPA (RFQ; 8 communities, 23 developers responded) | 7 | 1,000 | k<1 | C | Oct 23, 2026 |
|---|
North Anna SMR study- Category
- SMR (LWR)
- Deployment
- Utility grid unit
- Licensing rung
- —
- Lead source
- NNN (full source pack in the Control Room)
| Dominion ↔ Amazon | 7 | not countedMW not stated | k<1 | C | Oct 23, 2026 |
|---|
Sabey–TerraPower MOU- Category
- Advanced/Gen IV
- Deployment
- Co-located data center
- Licensing rung
- —
- Lead source
- NNN (full source pack in the Control Room)
| TerraPower ↔ Sabey Data Centers | 7 | not countedMW not stated | k<1 | C | Oct 23, 2026 |
|---|
Full deal table and source packs in the Control Room Control Room · coming soon: status, bridging power, delivery dates, contract terms and every source behind each row.
Download the public fields: data/deals.json · data/meta.json.