Who makes developers (SMRs) for AI data centers

This part is the set of companies designing small modular and advanced reactors, and it is the most speculative entry in the whole catalog by some distance. The interest from AI operators is genuine and documented — several have signed agreements or taken stakes — because the thing a reactor offers is firm, carbon-free power at a scale that matches a campus, without an interconnection queue for someone else's generation. What the list does not tell you is how far apart these companies are. It spans designs deep in regulatory review with a customer and a site, designs with a paper licence application, and designs that are still engineering studies with a funding round. They also differ fundamentally in technology — light-water designs that reuse a proven regulatory path, and high-temperature, molten-salt or fast designs that do not — and that difference determines both the timeline and which fuel supply in the sibling parts they depend on. What to look for, in order: whether a design has a regulatory submission on file and how far it has progressed, whether concrete has been poured anywhere, whether the fuel it needs exists in commercial quantity, and whether an announced agreement is a power purchase, an investment, or a letter of intent. Almost every dated claim in this field is a target rather than a schedule, and the catalog's confidence tags should be read strictly here — a placement is a stated intention, not a delivered megawatt.