Palantir Technologies and The Nuclear Company (TNC) are to co-develop and deploy NOS, an AI-driven software system intended to transform the construction of nuclear reactors into a predictable process, enabling TNC to build plants faster and safer for less.

Military and surveillance company Palantir is a US data analytics software developer. TNC emerged from stealth mode in 2024 and completed its Series A funding round in April. TNC is evaluating sites to support a 6 GWe fleet of reactors.

‍NOS, built on Palantir’s Foundry platform, will simplify the construction process for TNC. NOS will provide:

  • Schedule Certainty: Construction teams will receive instantaneous, context-aware guidance, from the availability of certain parts and materials to the weather, adapted to real-time constraints, so teams can work rather than wait.
  • Cost Savings: A supply chain will track and verify all parts, as well as prevent shipment errors, material shortages and lost documentation. When delays appear imminent, NOS will initiate backup options or prioritise other work in its place.
  • Problem Prevention: Sensors placed across construction sites can feed data in real-time to a digital twin model of the site, allowing leaders to track progress with precision and compare developments to original plans. By using predictive analytics, teams can spot potential problems early, catching issues before they become expensive mistakes.
  • Regulatory Confidence: AI will turn a traditionally labour- and time-intensive task to a process that becomes almost instantaneous. Large language models can rapidly review tens of thousands of documents, while AI agents trained on regulatory requirements will help to validate the data recorded automatically at construction sites.

“The future of energy security and sovereignty will be shaped by our ability to deploy advanced technologies at scale,” said Mike Gallagher, Head of Defence at Palantir Technologies. “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.”

TNC will pay Palantir around $100m over five years to develop the platform. NOS is the latest project in Palantir’s Warp Speed initiative and will be delivered by a dedicated engineering team embedded with TNC’s construction and engineering staff. It will work to unify previously siloed nuclear data across construction, supply chain, workforce, engineering, and safety systems.

The partnership comes as China continues to outpace the US in new nuclear, announcing 10 GWe of reactors annually while the US has built just 2 GWe in the last three decades. In late May, President Donald Trump issued a series of executive orders calling for 400 GWe of nuclear reactors by 2050 to ensure the US has the baseload power required to lead the world in AI. The orders also call for 10 large-scale reactors to be under construction by 2030.

“Our mission is to build nuclear power the way America once built its greatest infrastructure projects – fast, safe and at scale,” said TNC Co-founder & CEO Jonathan Webb. “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.”