8.05a · part of SMRs, advanced reactors, components, fuel
Who makes developers for AI data centers
Companies developing SMR and advanced reactor designs, ranging from near-term licensing candidates to early-stage concepts, several backed directly by AI operators.
Companies on this part (19)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| GE Vernova | developer | public | GEV | 954 USD | -2.2% | inferred | Hitachi BWRX-300 — with Hitachi Vantara |
| Nano Nuclear | developer | public | NNE | 19.24 USD | +2.8% | inferred | |
| NuScale | developer | public | SMR | 9.74 USD | +4.0% | inferred | |
| Oklo | developer | public | OKLO | 42.53 USD | +0.5% | inferred | |
| Rolls-Royce | developer | public | RR.L | 1530 GBp | -0.9% | inferred | SMR |
| Westinghouse · unit of Brookfield | developer | subsidiary | BN* | inferred | AP300/AP1000 | ||
| Aalo | developer | private | inferred | ||||
| Blue Energy | developer | private | inferred | ||||
| Deep Fission | developer | unknown | inferred | ||||
| Holtec SMR-300 | developer | private | inferred | ||||
| Kairos | developer | private | inferred | ||||
| Last Energy | developer | private | inferred | ||||
| Natura | developer | private | inferred | ||||
| Newcleo | developer | private | inferred | ||||
| Radiant | developer | private | inferred | ||||
| TerraPower | developer | private | inferred | ||||
| Terrestrial Energy | developer | unknown | inferred | ||||
| Valar | developer | private | inferred | ||||
| X-energy | developer | private | inferred | Amazon-backed |
Who competes here
The same table read the other way: every company above competes for developers sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: SMRs, advanced reactors, components, fuel
- Previous in layer: Nuclear: existing fleet PPAs & restarts
- Next in layer: Fusion
- Layer: Layer 8 — Power generation & energy supply
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON