In a defining move for America’s clean energy and technology future, Brookfield Asset Management, Cameco, and their joint venture Westinghouse Electric Company have announced a sweeping $80 billion strategic partnership with the U.S. Government to accelerate the deployment of next-generation nuclear reactors. The initiative, backed by new executive directives from President Trump, is designed to strengthen U.S. energy independence, reinforce national security, and provide the stable, carbon-free power required for the nation’s rapidly expanding Artificial Intelligence (AI) infrastructure. The partnership underscores a growing recognition that AI development and clean baseload power are deeply intertwined, as data centers consume unprecedented levels of electricity to support machine learning, cloud services, and defense applications.

A Historic Reinvestment in America’s Nuclear Future

Under the new framework, the Department of Energy (DOE) will collaborate with Brookfield, Cameco, and Westinghouse to construct at least $80 billion worth of new nuclear reactors across the United States by 2030. The agreement follows a series of Executive Orders signed in May aimed at revitalizing America’s nuclear energy sector, fast-tracking reactor licensing, and reinforcing supply chain security for nuclear fuel and components. Key national targets outlined by the DOE include enabling 5 GW of uprates to existing reactors and ensuring that 10 new large reactors with complete designs are under construction by the end of the decade.

“This historic partnership with America’s leading nuclear company will help unleash President Trump’s grand vision to fully energize America and win the global AI race,” said Chris Wright, U.S. Secretary of Energy. “President Trump promised a renaissance of nuclear power, and now he is delivering.”

The agreement positions nuclear energy at the center of the U.S. strategy to ensure reliable, sovereign, and emissions-free electricity, supporting both industrial growth and national resilience.

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Westinghouse at the Core of the Expansion

At the heart of this effort is Westinghouse Electric Company, one of the world’s foremost nuclear technology providers, known for its AP1000 Pressurized Water Reactor and AP300 Small Modular Reactor (SMR) designs. Both technologies will be deployed under the partnership to deliver large-scale power to utilities and AI-focused infrastructure developers. Westinghouse, acquired by Brookfield in 2018, became jointly owned by Brookfield and Cameco in 2022, when the Canadian uranium supplier purchased a 49% stake to strengthen the supply chain from fuel production to nuclear generation. According to Connor Teskey, President of Brookfield Asset Management, the collaboration demonstrates how nuclear innovation can underpin the digital economy:

“This partnership with the U.S. Government will help unlock the potential that Westinghouse and nuclear energy can play to accelerate the growth of artificial intelligence in the United States, while meeting growing electricity demand and energy security needs at scale.”

The Intersection of AI and Energy Security

The U.S. nuclear revival comes amid soaring power demand from data centers, particularly those supporting generative AI and hyperscale computing. Analysts project that AI infrastructure could account for 10–15% of U.S. electricity consumption by 2030, putting immense pressure on grids already strained by renewable intermittency and fossil fuel retirements. The new partnership aims to provide firm, zero-carbon baseload energy to power this surge, ensuring that the nation’s AI and semiconductor ecosystems are not constrained by unreliable or high-emission sources. The government’s strategic rationale also extends to national security. By securing domestic nuclear capacity and uranium fuel supply, the U.S. reduces dependence on foreign sources while maintaining energy reliability for defense and critical infrastructure operations.

“Our highly successful partnership with Brookfield as owners of Westinghouse will be further strengthened through this collaboration with the U.S. Government,” said Tim Gitzel, CEO of Cameco. “We expect this partnership to enhance energy, national, and climate security around the world while creating long-term value for our stakeholders.”

Economic and Technological Impact

The $80 billion deployment program is expected to create thousands of high-skilled jobs across engineering, construction, and manufacturing, while advancing next-generation small modular reactor (SMR) technologies. These compact systems promise faster build times, improved safety margins, and flexible deployment options, making them ideal for industrial parks and data centers. Westinghouse’s AP300 SMR, in particular, is gaining global traction as one of the most advanced modular designs capable of delivering scalable power with a small physical footprint. Industry experts view this collaboration as a turning point for U.S. nuclear leadership, combining private investment, federal support, and technological innovation to rebuild domestic expertise in nuclear manufacturing and grid modernization.

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Toward a Clean, AI-Powered Energy Ecosystem

The Brookfield-Cameco-Westinghouse partnership reflects a broader strategic alignment between the clean energy transition and the AI revolution. As computing demands multiply, the need for carbon-free, around-the-clock power has become an economic and environmental imperative. By leveraging advanced nuclear technology, the partnership not only secures reliable electricity for the U.S. digital economy but also reinforces the country’s position in the global race to lead in AI, climate innovation, and energy independence. In a statement that captures the scale of ambition, Secretary Wright noted:

“This isn’t just an energy deal, it’s a national transformation. The United States is once again leading in nuclear innovation, proving that clean power and digital progress can go hand in hand.”

As construction begins and designs move through regulatory approval, the U.S. nuclear industry long perceived as stagnant appears ready to reemerge as a cornerstone of the next industrial era, one powered not by carbon, but by atoms fueling algorithms.

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