Palantir Technologies Inc. (NASDAQ: PLTR) is emerging as a surprising winner in America’s nuclear revival. In a five-year, $100 million deal announced earlier this year, The Nuclear Company selected Palantir’s Foundry platform to power its AI-driven Nuclear Operating System (NOS). The partnership could mark a pivotal expansion of Palantir’s influence beyond defense and government analytics into one of the fastest-growing areas of clean energy infrastructure.
Demand for nuclear power and artificial intelligence infrastructure is fueling growth in energy stocks. For example, Oklo Inc. (NYSE: OKLO) is on a Palantir-style run, up more than 149% in the last three months and over 525% in 2025. Oklo is one of the leaders in developing small modular reactors (SMRs), which will redefine the industry.
