Companies and themes seeing the strongest recent federal capital or policy momentum (as of July 2026).
DoD multi-billion partnership: $400M equity + $150M loan + offtake + price floor. Largest shareholder status.
$2.013B CHIPS LOIs + June 2026 EO for large-scale quantum computer. Foundry and hardware focus.
Multiple DOE reactor pilot selections. Targeting criticality mid-2026. Meta 1.2 GW offtake. Strong policy tailwinds for SMRs powering AI.
Continued award flow and equipment demand from $645B+ private investment wave.
AI data center demand + nuclear co-location opportunities. DOE site selections for AI infrastructure.