Palantir just signed a $100 million contract with The Nuclear Company. The deal runs five years. The mission is to build NOS, a Nuclear Operating System. A real-time, AI-driven software platform designed to run the construction of nuclear reactors from the ground up.
The system will live on Palantir’s Foundry stack. It will track parts, weather, labor, permits, and regulatory filings. It will feed data from sensors on-site into a digital twin of the reactor. It will flag delays before they happen. It will reroute work crews when materials don’t arrive. It will scan thousands of compliance documents in seconds. It will do what no clipboard or spreadsheet ever could.
The Nuclear Company is based in Kentucky. The firm is under contract to deliver gigawatt-scale reactors across the United States. The goal is to break the cycle of delays and cost overruns that have plagued the nuclear sector for decades.
The timing is not random. President Trump signed executive orders in May calling for 400 gigawatts of nuclear capacity by 2050. That’s a tenfold increase. The orders also demand 10 large-scale reactors under construction by 2030. The demand is coming from AI. Data centers are pulling more power than the grid can handle. Nuclear is the only baseload source that scales.
Palantir’s Head of Defense, Mike Gallagher, called the deal a first. His words: “This partnership marks the first time Palantir’s software will be used to help power the next generation of nuclear energy infrastructure.”
The NOS platform is part of Palantir’s Warp Speed initiative. The company is embedding engineers directly into The Nuclear Company’s teams. The software will unify data across construction, supply chain, workforce, and safety systems.
The stakes are national. China is building 10 gigawatts of nuclear capacity per year. The United States has added just 2 gigawatts in the last 30 years. The Nuclear Company’s CEO, Jonathan Webb, said the NOS platform is how America avoids losing nuclear leadership the way it lost manufacturing.
Sources
https://finance.yahoo.com/news/palantir-pltr-shares-climb-100m-135137698.html
https://www.investopedia.com/palantir-strikes-nuclear-deal-as-ai-power-demand-surges-11761610