Palantir to develop AI software for nuclear construction
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The news: Palantir has announced plans to partner with The Nuclear Company to develop and deploy AI software built for construction of nuclear reactors.
The context: A press release shared by Palantir on Thursday says that the companies will create the nuclear operating system (NOS) in order to allow The Nuclear Company to build plants more efficiently.
The deal came after President Trump signed executive orders in May aimed at boosting US nuclear energy production as demand for AI and data centres continues to climb.
Palantir’s release says that The Nuclear Company is currently the leading gigawatt-scale deployment of nuclear power in the US.
The numbers: Reuters reports that the Kentucky-based The Nuclear Company will pay Palantir around USD100 million ($152.95 million) over five years to develop the platform.
Stock in Palantir has climbed almost 300% since October last year, making it the best-performing stock in the S&P 500 in 2025 so far.
What they said: “The future of energy security and sovereignty will be shaped by our ability to deploy advanced technologies at scale,” said Mike Gallagher, head of defence at Palantir Technologies. “This partnership marks the first time Palantir’s software will be used to help power the next generation of nuclear energy infrastructure. By integrating our operating system with The Nuclear Company’s ambitious vision, we are laying the foundation for a new era of resilient, intelligent and secure energy systems in the United States and beyond.”
The Nuclear Company founder and CEO Jonathan Webb said: “With Palantir, we have a technology partner who shares our sense of urgency and understands that nuclear isn’t just an energy issue — it’s a national security imperative. NOS is how we finally break the cycle of delays, deliver a new energy future, and protect America’s nuclear leadership from China, so we don’t lose it like we did manufacturing decades ago.”
