Palantir Technologies (NASDAQ: PLTR) has partnered with The Nuclear Company to build NOS (Nuclear Operating System)—an AI-driven, real-time software platform designed specifically for nuclear reactor construction. This $100 million deal over five years will bring Palantir’s Foundry operating system into the heart of nuclear project delivery.
NOS will use tools such as digital twins, predictive analytics, compliance tracking, and supply chain optimization. These will help reduce construction delays, manage costs, and improve safety.
Palantir Brings AI and Analytics to Heavy Industry
Palantir is best known for its data integration and analysis tools used by the defense, finance, and healthcare sectors. With NOS, Palantir enters the nuclear infrastructure space for the first time. The platform will provide real-time insights across contractor schedules, material deliveries, safety checks, and regulatory milestones.
Mike Gallagher, Head of Defense at Palantir Technologies, stated:
“This partnership marks the first time Palantir’s software will be used to help power the next generation of nuclear energy infrastructure. By integrating our operating system with The Nuclear Company’s ambitious vision, we are laying the foundation for a new era of resilient, intelligent and secure energy systems in the United States and beyond.”
NOS is also part of Palantir’s internal “Warp Speed” initiative—a fast-track approach to deliver enterprise-grade software solutions for high-impact sectors. The company thinks energy and infrastructure will grow a lot. This is true as global power demand increases, especially for digital needs like AI data centers.
The Nuclear Company’s Vision for Modern Nuclear
The Nuclear Company aims to rebuild confidence in nuclear energy by modernizing how reactors are constructed. Its long-term plan supports U.S. policy goals to add 400 GW of nuclear capacity by 2050 and build at least 10 new reactors by 2030. The NOS platform is key to meeting those goals.
By using NOS, The Nuclear Company hopes to avoid the delays and cost overruns that have plagued previous nuclear projects. The platform will help contractors work together. It will also boost safety checks, make inspections easier, and simplify permits.
The Nuclear Company thinks NOS can make nuclear power cheaper, easier to scale, and more reliable for future needs.
Palantir’s Stock Surges on Nuclear Deal
The announcement of NOS had an immediate impact on Palantir’s stock price, hitting a new record high. Shares rose by about 1.2% in after-hours trading, peaking at a record high of $147–148. This continues a strong run for the company. Its stock has surged nearly 95% in 2025 due to investor excitement about its AI and government-focused platforms.
Wall Street analysts say this deal shows Palantir can grow beyond defense and intelligence. It can also move into commercial sectors like energy and infrastructure.
Over 40 public and private U.S. agencies already use the Foundry platform, and they see energy as a valuable new revenue stream. Palantir’s stock trades at about 246 times projected 2025 earnings, suggesting high expectations but also valuation risk. Still, this recent development further solidifies nuclear energy’s comeback.
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Atomic Revival: Why Nuclear Is Hot Again
Nuclear energy is gaining traction again. Governments and companies want reliable, low-carbon power. This is to meet the growing demand for electricity and achieve climate goals.
Today, more than 400 nuclear reactors run worldwide. They provide around 9% of global electricity. The sector is starting a new growth phase. Aging plants are getting upgrades, new builds are on the rise, and digital tools are modernizing project delivery.
Reactors Operating in the United States
Market research shows that the global nuclear construction industry will grow. It’s expected to rise from $7.7 billion in 2025 to $9.5 billion by 2034. This growth comes from new policies, concerns about energy security, and increased investment in carbon-free baseload power.
Small modular reactors (SMRs) are part of this growing trend. They provide compact and flexible nuclear options for specific markets. Their potential fits well with the bigger nuclear revival. It can even be better when combined with smart platforms like NOS, which simplify complex engineering and regulatory tasks.
How NOS Could Transform Nuclear Project Delivery
Historically, nuclear projects have struggled with delays, cost overruns, and complex regulations. NOS aims to address these problems through several key features:
- Digital twins: Virtual models of construction milestones that allow real-time progress tracking.
- Predictive analytics: Tools to identify delays and risks before they affect schedules.
- Automated compliance: Systems that support regulatory inspections and permit tracking.
- Supply chain optimization: Reduces downtime by improving delivery timing and inventory control.
These features work together to make nuclear construction faster, safer, and more cost-efficient. If proven widely, NOS could boost confidence for utilities, investors, and governments. This may lead to broader nuclear adoption, including SMRs.
AI-Powered Nuclear for the Energy Transition
The U.S. and other countries are seeing higher electricity demand. This rise comes from the growth of AI data centers and the electrification of industry. To meet this demand while cutting carbon emissions, policymakers are turning back to nuclear energy.
Global nuclear power is set to grow quickly as more countries look for clean and steady energy sources. The International Energy Agency (IEA) expects nuclear capacity to increase from 416 gigawatts in 2023 to 647 gigawatts by 2050 under current plans — and to over 1,000 gigawatts if stronger climate action is taken.
New tax credits and regulatory reforms are helping shift momentum from wind and solar to nuclear. In this environment, platforms like NOS are becoming more important. They ensure the reliability and control necessary for nuclear power to be a viable option again.
NOS presents a new way forward, despite major challenges like NRC licensing, uranium supply chains, and public opinion. By combining AI, data, and logistics, it enables smarter construction and risk management.
Palantir and The Nuclear Company’s NOS platform could mark a turning point for nuclear energy. It combines advanced software tools with real engineering needs. The goal is to lower costs, cut delays, and build nuclear plants more quickly and safely.
The $100 million investment signals a serious commitment. And the market’s response shows belief in Palantir’s ability to deliver. Now the challenge will be execution—proving that technology like NOS can turn vision into reality on the ground.
