Five companies have quietly entered the nuclear power race.
Microsoft, Amazon, Google, Oracle and Meta and their allies aren’t just dominating the digital world anymore.
They’re locking down control over the future of energy in America.
And they’re paying a premium to secure it.
These tech giants, known as “Hyperscalers,” are no longer just about data centers and cloud storage.
They’re securing every piece of the U.S. nuclear fuel cycle—and they’re moving fast.
Why? Because they’ve recognized something that most haven’t: the future of their industry depends on stable, clean, and uninterrupted power, and nuclear energy is the only solution.
Microsoft’s Bold Takeover
You probably heard about Microsoft’s deal to revive the infamous Three Mile Island (TMI) nuclear reactor.
What you didn’t hear is that they agreed to pay a 50% premium on the cost of that electricity—just to lock it down.
Why would one of the world’s largest companies be willing to pay that much more for nuclear power? Because they know what’s coming.
Three Mile Island will be fully operational by 2029, and 100% of its output is going straight to Microsoft’s data centers. That’s how critical reliable energy is to the Hyperscalers.
And they’re not the only ones preparing for what’s ahead…
A Nuclear Resurgence Is Unfolding Before Your Eyes
Holtec International, backed by $1.5 billion from the U.S. Department of Energy and another $300 million from the state of Michigan, is on track to bring the Palisades nuclear reactor back online.
And it doesn’t stop there—decommissioned plants like Duane Arnold in Iowa are being eyed by Hyperscalers for future nuclear-powered operations.
Why? Because Silicon Valley’s growth—and profits—depend on electricity that’s not only abundant but clean and reliable. And no other energy source can meet those demands like nuclear.
With political resistance and funding hurdles rapidly dissolving, the landscape for nuclear energy has never been more favorable.
Hyperscalers know it, and they’re not waiting around. They need this power, and they need it fast.
That means they’re not just reviving old plants—they’re also planning for Small Modular Reactors (SMRs) to be built on existing nuclear sites.
But here’s the kicker—they know that securing the energy itself is only part of the equation.
The Real Bottleneck? Nuclear Fuel
The U.S. Department of Energy just released a report that should make every investor sit up…
92% of the uranium powering American reactors is imported.
And to meet future demand?
- U.S. uranium production needs to expand by 34X over the next three decades.
That’s not a typo.
Thirty-four times more uranium than we currently produce.
But here’s the catch—it takes years to bring new uranium mines online, even with the Hyperscalers backing it.
And while they’re busy securing long-term power contracts, there’s only one near-term solution: above-ground uranium.
Hyperscalers Are Ready to Pay WHATEVER It Takes
The race for nuclear and hostile takeovers for reactors and power have already started.
Just like Microsoft didn’t blink at paying 50% over market rates for nuclear power…
These companies are ready to pay whatever it takes to secure American uranium.
The implications are massive.
Next, the Hyperscalers will set their sights on locking in long-term supply deals from fully operational, permitted mines across the U.S.
The nuclear renaissance isn’t a far-off dream—it’s happening right now, and the demand for uranium (and the price) is set to skyrocket.
The future of this nation relies on affordable, reliable, low-carbon electricity, and without nuclear, it’s simply impossible.
Even Silicon Valley knows it—they’re securing every part of the nuclear fuel cycle because their growth, and the digital economy itself, depend on it.
The race is on, and the stakes couldn’t be higher.
Investors will have a small window to get grab a piece of the action.
As the Hyperscalers scramble for control, companies with uranium stockpiles, in the USA, hold the real power.
It’s time to make some serious, long-term money.
Regards,
Marin Katusa and the KR Special Situations Team
Details and Disclosures
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