US start-up The Nuclear Company (TNC) has launched NOS (Nuclear Operating System) Security, a next-generation nuclear security platform, developed over the past year in stealth, to upgrade the protection of nuclear energy infrastructure, construction sites, and operating facilities across the US and allied nations.
NOS Security is an integrated cyber-physical security platform purpose-built to defend critical nuclear energy facilities. The technology modernises how the industry responds to an increasingly complex global threat landscape, which includes recent drone incursions near nuclear facilities and sophisticated, coordinated cyber-physical warfare.
The software architecture moves away from traditional, retrofitted corporate software by uniting multiple security layers into a single operational data backbone This includes:
- Integrated deployment of autonomous drones and robotic systems to manage airspace and boundary fencelines
- Machine learning infrastructure for real-time risk assessment, rapid threat detection, and coordinated responses;
- High-fidelity sensory networks providing precise site visibility;
- Centralised intelligence hubs tracking both digital networks and physical sites simultaneously.
The system is built to comply directly with US Nuclear Regulatory Commission (NRC) mandates under 10 CFR (Title 10 of the Code of Federal Regulations) Parts 73.54 and 73.55 (Title 10 is divided into hundreds of chapters and parts that dictate specific legal requirements) as well as guidance from the Nuclear Energy Institute (NEI).
The platform will follow a “Customer Zero” approach. It will initially secure TNC’s own commercial reactor construction projects before expanding outward. Following active deployment, the platform will be offered as a commercial solution to operating nuclear utilities and international allied partners looking to upgrade legacy systems.
Leading the initiative are Mike Marty, Vice President of Security at TNC and former head of security for Tesla Gigafactory operations, alongside Edward “Lee” Doby, Director of Nuclear Security. Doby, who previously led physical security, safeguards, access authorisation, and construction security programmes at Southern Nuclear for Vogtle NPP units 3&4. He also served as a Force Reconnaissance Team Leader in the US Marine Corps. Both Marty and Doby are decorated Marine Corps Veterans.
“The United States cannot deploy hundreds of gigawatts of nuclear power without simultaneously raising the security standard for the industry,” said TNC CEO Jonathan Webb. “President Trump has made clear that America must rapidly scale nuclear energy to support AI, manufacturing, national security, and economic leadership. That mission requires modern infrastructure protection built for today’s threat environment. NOS Security was created to help secure the future of nuclear deployment across the United States and allied nations.”
Marty noted: “The threat environment facing critical infrastructure is evolving rapidly. Drones, cyber attacks, coordinated physical threats, and AI-enabled adversaries are changing the landscape globally. Traditional security models alone are no longer enough. Nuclear infrastructure requires integrated, technology-enabled defense systems capable of real-time detection, assessment, coordination, and response.”
According to the TNC website: “Nuclear projects have until now been one-off builds, consistently over budget and overdue. NOS makes the deployment and servicing of nuclear infrastructure a predictable, repeatable process, driving down costs and delivering on time and on budget. NOS is the only purpose-built, AI-driven platform for nuclear infrastructure in the west. Our AI integrates execution across nuclear fleets, from siting and development through operations, maintenance, performance, and security, into a single digital framework. The result: nuclear projects become measurable, controllable, and repeatable from day one through electrons on the grid.”
TNC emerged from “stealth mode” in July 2024. In March it launched The Nuclear Company Services, offering maintenance and outage support to US reactor operators. Earlier in May, it announced a partnership with Canada/US-based investment company Brookfield to form a new company specialising in the development of Westinghouse reactor technology, which is looking to project manage the completion of the two partially built VC Summer AP1000 units in South Carolina.
Military surveillance company Palantir Technologies is the core software architect behind TNC’s digital operations. Under a five-year, $100m strategic partnership, Palantir embedded its software and engineering teams to co-develop NOS. The new NOS Security platform is a direct physical and digital extension of that foundational data layer.
NOS is built on Palantir Foundry. This allows NOS Security to integrate massive datasets, ranging from real-time perimeter sensor data and drone tracking feeds to digital-twin site models and supply chain routes, into a single common operating picture. The project is a key component of Palantir’s Warp Speed initiative, an enterprise operating system framework designed to modernise heavy manufacturing and automate complex, legacy paper-based industrial workflows.
While standard Palantir tools streamline nuclear construction schedules and budgets, the security module ensures regulatory compliance metrics are automatically tracked, audited, and updated against live physical site variables. The partnership with TNC represents Palantir’s first major commercial venture into the nuclear energy sector. It aligns with the tech industry’s massive demand for reliable baseline grid power to feed AI data centres.
The structural, financial, and operational ties between Palantir Technologies and TNC extend beyond a standard software vendor agreement. The partnership is a deeply embedded, co-development effort designed to fundamentally change how infrastructure projects are engineered and executed.
Under the agreement, a joint engineering team consisting of Palantir software engineers and TNC’s nuclear construction specialists operates on the ground, continuously feeding real-world construction data back into Palantir Foundry to iterate, train, and refine the NOS model. The agreement represents a major financial commitment from TNC to Palantir. TNC is paying approximately $100m over five years for the platform’s development and deployment.
The deal places The Nuclear Company alongside a highly exclusive roster of legacy aerospace, automotive, and defence firms using Palantir’s specialized Warp Speed industrial re-manufacturing framework. The underlying driver of this relationship is the race to power next-generation AI data centres.
Palantir executives have noted that while the company has no immediate plans to directly buy or underwrite TNC’s reactors to power its own servers, they are deliberately positioning themselves as the overarching digital gatekeeper for the entire emerging nuclear ecosystem.
Palantir’s engagement with the National Nuclear Security Administration (NNSA) and the broader defence infrastructure bridges sovereign military deterrence with physical energy security. Palantir holds a foundational, $89.9m five-year contract with the NNSA’s Office of Safety, Infrastructure, and Operations. The NNSA (a semi-autonomous agency within the Department of Energy) is tasked with maintaining the US military nuclear stockpile and managing nuclear emergency responses.
Palantir has translated its enterprise nuclear software capabilities directly into military programmes. The US Navy awarded Palantir a major contract worth hundreds of millions of dollars to manage the supply chain of its nuclear submarine fleet.
The alignment with startups like TNC is treated internally at Palantir as a critical defence initiative. Mike Gallagher, Palantir’s Head of Defence, explicitly noted that the partnership to launch NOS is rooted in “energy security and sovereignty.”
TNC CEO Jonathan Webb has said: “With Palantir, we have a technology partner who shares our sense of urgency and understands that nuclear isn’t just an energy issue – it’s a national security imperative. NOS is how we finally break the cycle of delays, deliver a new energy future, and protect America’s nuclear leadership from China, so we don’t lose it like we did manufacturing decades ago.”
