The nuclear energy sector is buzzing around Centrus Energy (LEU) after the company recently announced a landmark AI partnership with Palantir Technologies (PLTR). Notably, Centrus — the only U.S. commercial uranium enricher — is racing to expand its facility in Piketon, Ohio, to meet surging demand for low-enriched and advanced reactor fuel.
Palantir’s AI-driven Foundry platform will help optimize Centrus’ project controls, supply chain, and engineering. Early results are eye-popping, as the collaboration has already identified nearly $300 million in potential cost savings, speeding up timelines for new capacity. The announcement comes amid a boom in nuclear investment — the U.S. is pushing to quadruple nuclear power, while Congressional backing for domestic fuel supply is strong.
