America's Nuclear Order Book Is Large and Growing

US nuclear order book has grown to 74 GW of planned capacity, with hyperscalers now accounting for 41% of new demand (30 GW) driven by AI data centre electricity needs. The pipeline is diversified across small reactors and non-light-water designs, marking a historic shift from utility-exclusive procurement to multi-buyer commercial markets. If you supply specialist kit to nuclear builds—cooling, instrumentation, security, or fuel handling—your addressable market just doubled in size and shifted from one class of buyer (utilities) to a new class (hyperscalers) that moves faster and builds in parallel. The pipeline is 74 GW but the actual construction spend is tiny; your move is selling to the 3-5 firms actually breaking ground in the next 24 months, not chasing the 60 GW of announced intentions.