Terrapower

Coverage

Nscale is advancing a power-first AI infrastructure strategy, combining data centers, GPU fleets, and energy development following its AIPCorp acquisition, Microsoft collaboration, and planned deployment of NVIDIA Vera Rubin systems across a growing U.S. and European campus portfolio.
TerraPower's Natrium reactor has achieved NRC construction approval in a significantly shortened timeframe, indicating a streamlined licensing process for advanced nuclear technology and offering a new potential power source for AI data centers.
TerraPower, a company backed by Bill Gates, has obtained its first US reactor construction permit in almost a decade, indicating a resurgence of interest in nuclear power driven partly by the escalating energy demands of artificial intelligence data centers.