In the past eighteen months major technology companies have signed agreements for more than 10 GW of new or restarted nuclear capacity in the United States. Microsoft's 20-year deal to restart Three Mile Island Unit 1, Google's order for up to 500 MW of small modular reactors from Kairos Power, and Amazon's multi-billion-dollar investment in the Susquehanna nuclear site are no longer isolated headlines. They are the new baseline for hyperscale power strategy.
Nuclear offers the combination that AI data centres need most: high-capacity, carbon-free, 24/7 generation that can be co-located or directly contracted. For project teams the appeal is obvious, yet the execution path is anything but simple. Permitting, supply-chain readiness, stakeholder coordination and long-lead commissioning all demand a level of discipline that many traditional infrastructure programmes have not required in decades.
Translating agreements into delivery
HAT Solutions supports owners and investors who are navigating exactly these programmes. We translate high-level power-purchase agreements into detailed delivery plans that account for regulatory milestones, interface management with existing plant operators, and the unique commissioning risks of nuclear-adjacent projects. Our clients benefit from schedules that reflect reality rather than optimism, decision frameworks that escalate the right issues at the right time, and handover documentation that leaves operators with systems they can maintain for decades.
Beyond pilot scale
The momentum is real. Meta's request for proposals targeting 1–4 GW of new nuclear generation and similar moves by other hyperscalers signal that the industry has moved beyond pilot-scale interest. Success, however, will belong to those who treat these projects as the complex operating systems they are — not as simple procurement exercises.
From feasibility framing through to commercial operation, the same principles apply: clear metrics, predictable cadence, and pressure-tested plans. When the power finally flows, the difference is measured in months saved, capital preserved and facilities that perform reliably from the first day of service.