Palantir Technologies has announced a strategic partnership with The Nuclear Company to co-develop the Nuclear Operating System (NOS), the first artificial intelligence-driven software system designed exclusively for nuclear reactor construction.
The collaboration aims to transform nuclear construction into a data-driven, predictable process, addressing the industry’s persistent challenges of cost overruns and scheduling delays. The software will be built on Palantir’s Foundry platform and is expected to enable faster, safer and more cost-effective nuclear plant construction.
The Nuclear Company will pay approximately $100 million over five years for the development of the platform, according to a Palantir spokesperson. The partnership forms part of Palantir’s Warp Speed initiative and will involve a dedicated engineering team working alongside The Nuclear Company’s construction and engineering staff.
“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.”
The NOS system will provide schedule certainty through real-time, context-aware guidance, cost savings via comprehensive supply chain tracking, problem prevention using sensors and digital twin technology, and regulatory confidence through artificial intelligence-powered document review and validation.
The announcement comes as nuclear energy experiences renewed interest driven by surging demand from artificial intelligence-focused data centres. United States power consumption is expected to reach record highs in 2025 and 2026 after nearly two decades of stagnation, largely due to power-hungry AI and cryptocurrency mining operations.
The partnership follows President Donald Trump’s May executive orders calling for 400 gigawatts of nuclear reactors by 2050 and 10 large-scale reactors under construction by 2030. The orders also aim to accelerate permitting and licensing timelines whilst supporting nuclear fuel cycle infrastructure.
“Our mission is to build nuclear power the way America once built its greatest infrastructure projects – fast, safe and at scale,” said Jonathan Webb, founder and chief executive officer of The Nuclear Company. “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.”
The collaboration addresses competitive concerns as China continues to outpace the United States in nuclear development, announcing 10 gigawatts of reactors annually whilst America has built just 2 gigawatts in the past three decades.
Palantir shares rose 1.2 per cent to $144.68 in early trading following the announcement. The stock has gained nearly 89 per cent in 2025 and advanced 340 per cent in 2024, with much of the recent gains attributed to expectations of increased government contracts under the Trump administration.
