Nuclear Company Launches Services Arm, Partners With Palantir on AI Construction Software

The Nuclear Company, the Washington D.C.-based fleet-scale nuclear developer that only emerged from stealth mode in July 2024, has formalized two major moves in quick succession: the launch of a dedicated services subsidiary called The Nuclear Company Services, and a $100 million, five-year partnership with Palantir Technologies to co-develop NOS, billed as "the first AI-driven, real-time software system built exclusively for nuclear construction."

TNC will pay Palantir around $100 million over five years to develop the platform. The deal was announced on June 26, 2025, out of Washington D.C. and represents a significant bet that software can solve nuclear construction's most persistent problem. Despite the need for nuclear's firm, clean baseload power, the biggest challenges facing the industry are that nuclear projects are almost always over budget and behind schedule.

On the services side, TNC Services is positioning itself to capture revenue from the existing U.S. reactor fleet right now, well before TNC breaks ground on any new build. The subsidiary already has momentum: in 2025, TNC Services experienced 24% organic growth. Its current portfolio spans the full outage cycle, including precision maintenance and repair of pumps, rotating equipment, and mechanical seals; turbine services; and electrical and I&C support covering outage execution, troubleshooting, switchgear and motor control center inspections, cable pulling and terminations, and workforce augmentation for nuclear facilities. NOS will be built on Palantir's Foundry platform.

NOS is the centerpiece of the Palantir partnership. The latest project in Palantir's Warp Speed initiative, NOS will be delivered by a dedicated engineering team embedded with The Nuclear Company's construction and engineering staff, all working to unify previously siloed nuclear data across construction, supply chain, workforce, engineering, and safety systems. On the practical side, a supply chain module will track and verify all parts, as well as prevent shipment errors, material shortages and lost documentation; and when delays appear imminent, NOS will initiate backup options or prioritize other work in its place. Construction sites get a parallel layer of oversight: 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 what's actually happening to the original plans.

TNC founder and CEO Jonathan Webb framed the Palantir deal in blunt competitive terms. "Our mission is to build nuclear power the way America once built its greatest infrastructure projects — fast, safe and at scale," Webb 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."

Palantir's Head of Defense Mike Gallagher echoed the urgency. "The future of energy security and sovereignty will be shaped by our ability to deploy advanced technologies at scale," Gallagher said. "This partnership marks the first time Palantir's software will be used to help power the next generation of nuclear energy infrastructure."

The policy context framing both moves is hard to ignore. China continues to outpace the United States in new nuclear, announcing 10 GW of reactors annually while America has built just 2 GW in the last three decades. Against that backdrop, President Donald Trump signed four separate executive orders on May 23, 2025, intended to result in a quadrupling of U.S. nuclear energy capacity to 400 gigawatts by 2050, while also strengthening domestic fuel cycle infrastructure and achieving deployment of demonstration reactors as soon as next year. The White House also wants 10 large reactors under construction in the U.S. by 2030.

TNC plans to build a 6 GW nuclear fleet by the mid-2030s with large fleet-scale plants, unlike the small modular reactors pitched by rival startups. The combination of a live services business generating real revenue and a Palantir-backed construction OS gives TNC an unusually integrated pitch: it can staff and maintain your existing outages today while building the data infrastructure to run gigawatt-scale new builds tomorrow. Whether the NOS platform can deliver on that promise at actual construction scale remains the critical open question.