market intelligence · nuclear × ai data centers

Tracking the energy behind AI.

AI needs gigawatts. The grid can't keep up. A new industry of reactor developers, fuel suppliers, and dealmakers is racing to power the data center buildout — ROIFLO maps who they are, who funds them, and when the electrons actually arrive.

$3.7B+into advanced nuclear, 2025 alone
12companies tracked (growing weekly)
5–7 yrstypical grid interconnection queue
1–5 GWpower need of a modern AI campus
the tracker

Who's building the power supply for AI.

Reactor developers, fuel suppliers, and enabling software — with the funding, backers, and honest delivery outlook. Updated as the market moves.

Company
Category
What they do
Capital & backers
Aalo AtomicsAustin, TX
Reactor
Factory-built modular reactors designed specifically for AI data centers ("Aalo Pod").
~$100M Series BValor Equity Partners
Standard NuclearOak Ridge, TN
Fuel
TRISO advanced reactor fuel manufacturing — feeding the Gen IV fleet.
$140M Series ADecisive Point · Chevron Tech Ventures · a16z
General MatterLos Angeles, CA
Fuel
HALEU enrichment — attacking the sector's #1 supply bottleneck.
$50M Series A + $900M DOE IDIQFounders Fund
Radiant NuclearEl Segundo, CA
Reactor
Portable 1 MWe microreactors built for mass production.
$300M+ Series DSpaceX-alumni founded
Last EnergyWashington, DC
Reactor
20 MWe micro plants for industrial and data center customers; deals in Europe & Texas.
Commercial-stagePE-backed
Valar AtomicsCalifornia
Reactor
SMR developer moving at startup speed toward test reactors.
Reported ~$6B valuation raiseSequoia (reported)
NuCube EnergyEarly stage
Reactor
Early-stage reactor startup; one to watch as the next cohort forms.
$13M (2026)Arizona Nuclear Ventures · ERC
Fuel
Thorium-based ANEEL fuel for existing heavy-water reactors.
~$15M Seed
Deep FissionBerkeley, CA
Reactor
Reactors deployed in deep boreholes; data center power agreements announced.
Public (via merger)
Reactor
LDR-50 SMR for district heating; pilot plant under construction.
€22M
Atomic CanyonCalifornia
Software
AI for nuclear licensing — search across NRC's document mountain.
Venture-backed
X-energyRockville, MD
Reactor
Xe-100 high-temperature gas reactor; utility and hyperscaler partnerships.
$700M+ raisedAmazon · Ares

// full records — fuel path, NRC stage, offtakers, delivery outlook — ship with the brief. Corrections welcome: hello@nullnosis.com

the brief

One email a week. The whole energy race, decoded.

The ROIFLO Brief

Funding rounds, PPAs, NRC milestones, fuel supply moves — translated into plain English, with the one question that matters: when do the electrons actually arrive? No hype, no jargon walls.

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for companies in this space

The buyers are searching. Do you show up?

Hyperscaler energy teams, utilities, and investors increasingly start their research in search engines and AI assistants. When they ask "who can power a data center by 2030?" — the companies in the answer get the meetings.

ROIFLO runs visibility audits for companies in the nuclear and energy buildout: how you appear across Google, ChatGPT, Perplexity, and Gemini — what's missing, what's wrong, and the three fixes that matter. Built by Nullnosis, the studio behind this tracker.

Request an audit — free intro call
01AI engine presence — are you in the answers?
02Search position vs your competitors
03Technical: schema, crawlability, buyer pages
04News & citation footprint
05The 3 fixes that move the needle
about

Why ROIFLO exists.

AI's growth is now an energy story. The companies solving it — reactor builders, fuel suppliers, grid dealmakers — are moving faster than the coverage explaining them. ROIFLO tracks the space with an operator's questions: who's funded, who can deliver, and when.

ROIFLO is built and written by Richie Dasilva, founder of Nullnosis, a studio focused on how companies get found — by search engines, AI engines, and the people with checkbooks.