May 16, 2026
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Beacon Point Sets the 1-GW Template While 300 GW Wait in Queue
NANO Nuclear and Supermicro signed a May 6 MOU on integrated reactor-plus-rack architecture, Terrestrial Energy and Riot Platforms are evaluating IMSR-powered campuses (Riot operates in Texas), and Fervo Energy's $1.89 billion IPO priced enhanced geothermal at a $10.2 billion day-one valuation.
May 10, 2026
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Sequencing Beats Vision: Why Fermi's $19B Pitch Couldn't Land a Single Tenant
Riot Platforms signed a non-binding MoU with Terrestrial Energy for up to 4 GW of SMR capacity at Texas and Kentucky sites.
May 9, 2026
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Behind-the-Meter Goes Mainstream as 30% of New Datacenters Skip the Queue
Terrestrial Energy and Riot Platforms signed an MOU for up to 4 GW of co-located 390 MW IMSR units at Riot's Texas and Kentucky sites, with natural gas as a bridge fuel.