SpaceX May Tap NuScale Reactors for AI Data Centers After $85 Billion IPO
Updated
Updated · The Motley Fool · Jun 21
SpaceX May Tap NuScale Reactors for AI Data Centers After $85 Billion IPO
1 articles · Updated · The Motley Fool · Jun 21
Summary
$85 billion in fresh IPO capital could push SpaceX toward small modular nuclear reactors as it expands power-hungry AI data centers, with NuScale emerging as a potential fit.
AI accounts for more than 90% of SpaceX's stated total addressable market, making data-center buildout central to justifying the company's post-IPO valuation.
NuScale's SMR designs are pitched as faster to deploy than conventional nuclear plants—two to three years from construction start versus roughly a decade for larger reactors.
SpaceX already uses grid power, off-grid solar and Tesla Megapacks, while also pursuing orbital solar-powered data centers; a mixed energy strategy may be needed if terrestrial AI capacity scales quickly.
Reports that SpaceX could also seek a $20 billion bond sale suggest it is preparing for years of heavy capital spending across rockets, orbital infrastructure and AI computing.