The AI Stack
Sign in

NuScale Power

Develops small modular reactors (SMRs) for scalable carbon-free power.

Updated April 2026

Overview

Founded
2007
Headquarters
Portland, OR
Segment
Power Generation

Product overview

NuScale Power designs and commercializes the NuScale Power Module, a 77 MWe pressurized water SMR—the first and only with U.S. NRC design approval for up to 12-module plants generating 924 MWe—targeting utilities, industrials, and data centers needing reliable baseload power. Partners like ENTRA1 Energy develop and operate plants for hyperscalers (e.g., Standard Power's 2 GW data centers in OH/PA) and TVA's 6 GW program, enabling co-located deployment for AI infrastructure without grid constraints. Its distinctions include factory fabrication for 36-month builds, passive safety for site-boundary EPZ, >95% capacity factor, and off-grid/island mode operation.

Revenue model

Pre-commercial: licensing fees, engineering/FEED services (e.g., $63M from RoPower 2024-25); future: sells NPMs/modules to partners like ENTRA1 for plant deployment under PPAs (target LCOE $89/MWh or ~$20k/kW capex in past estimates), plus milestone contributions and royalties.

Moat

NuScale Power's key competitive moat is its proprietary small modular reactor (SMR) technology, specifically the NuScale Power Module, which is the first and only SMR design certified by the U.S. Nuclear Regulatory Commission (NRC), creating a significant regulatory barrier to entry for competitors. This certification, combined with the technology's scalable architecture for flexible configurations up to 924 MWe and applications like high-temperature steam for industrial use, provides a defensible technological and first-mover advantage in the advanced nuclear market.