Where federal capital is flowing across the technologies that will define the next decade. Click any sector for company exposure and funding context.
SMRs, advanced reactors, and existing fleet restarts to power AI data centers. DOE pilot programs, loan guarantees, and offtake deals accelerating deployment.
$2.013B CHIPS LOIs (May 2026) + new EO for large-scale quantum computer. Foundry + hardware push for fault-tolerant systems.
Explosive growth in federal AI spend (DoD dominant). DOE identifying 16 sites for data centers + nuclear co-location. Power is the bottleneck.
$33B+ grants/loans awarded. Catalyzed >$645B private investment across 140+ projects. Expanding into advanced packaging, SiC, and secure supply chains.
Project Vault ($10B EXIM), MP Materials multi-billion DoD deal, equity stakes, offtakes, and price floors. Goal: end-to-end domestic mine-to-magnet supply chain.
Trusted AI, quantum for national security, hypersonics, microelectronics secure enclave, and dual-use technologies. Strong DoD + Commerce overlap.
Domestic production of critical components, robotics, and supply-chain resilience. Tied to CHIPS, critical minerals, and defense.
Grid upgrades and storage to support hyperscale data centers and nuclear integration. Critical enabler for AI power demand.