Reports / The AI-Nuclear Uranium Demand Report
The AI-Nuclear Uranium Demand Report
Every announced nuclear-for-datacenter deal, converted into modeled pounds of uranium — the demand wave, quantified.
Auto-generated from live Yellowcake datasets · data as of 2026-07-17 · informational only — not investment advice.
Capacity announced
33.6 GW
Firm (signed / operating)
8.8 GW
Modeled demand (announced)
14.9 Mlb/yr
Deals tracked
19
Cumulative modeled demand as deals come online
ModeledAnnounced (not all firm) capacity, by target commercial-operation year. Methodology below; the firm-vs-announced split is stated per deal.
Top 5 of 19 deals
full table for subscribers| Buyer | Counterparty | MW | ≈ Mlb U₃O₈/yr | Firm? |
|---|---|---|---|---|
| Switch | Oklo | 12,000 | 5.30 | announced |
| Amazon (AWS) | X-energy | 5,000 | 2.21 | announced |
| Meta | TerraPower | 2,800 | 1.24 | announced |
| Meta | Vistra | 2,609 | 1.15 | firm |
| Endeavour (Edged data centers) | Deep Fission | 2,000 | 0.88 | announced |
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Yellowcake Analytics. "The AI-Nuclear Uranium Demand Report." Yellowcake Analytics, 2026, https://www.yellowcakeanalytics.com/reports/ai-nuclear-uranium-demand.
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