TerraPower

Built World

Signed multi-project nuclear agreement with Meta for projects starting 2032

Since late 2022, U.S. regulators and utilities have warned that AI-optimized data centers could reshape national power demand, ending an era of flat electricity consumption and forcing rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges. PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history. Data centers accounted for $6.5 billion—or 40%—of the auction's $16.4 billion in costs.

Updated 6 days ago

Rule Changes

Awaiting NRC construction permit decision (expected by Jan 26, 2026); signed agreement with Meta for up to 8 Natrium reactors

The United States has cancelled more nuclear reactors than any other country has ever built. Of 253 reactors ordered between 1953 and 2008, only 27% are still operating—48% were cancelled outright, 11% shut down early. The last reactor ordered before a 34-year gap was in 1978, one year before Three Mile Island.

Updated Jan 30