NRC

July 31, 2026

Crusoe is also pursuing modular nuclear with Austin-based Aalo Atomics, targeting a 2027 proof-of-concept at Idaho National Laboratory, though Aalo remains in pre-application talks with the NRC and no licensing timeline exists.

July 2, 2026

Valar joined litigation with Texas and Utah against the NRC, arguing microreactor licensing authority belongs to the states.

May 2, 2026

TEES would hold the NRC license; ZettaJoule leads EPC.

March 19, 2026

The nuclear component is the wildcard: Fermi hasn't named a reactor partner, disclosed NRC pre-approval status, or detailed water rights in the Panhandle's stressed Ogallala Aquifer region.

March 3, 2026

Meanwhile, a four-reactor SMR proposal from Dow and X-energy in Calhoun County, Texas hit a wall when the NRC's Atomic Safety and Licensing Board intervened on financial-qualification grounds, injecting fresh uncertainty into nuclear-backed datacenter timelines in the state.

February 17, 2026

The NRC's Atomic Safety and Licensing Board granted an intervention petition against Natura Resources' Texas SMR project this month, a procedural setback that could delay timelines.

February 16, 2026

No reactor vendor, NRC engagement, or permitting timeline has been disclosed for the nuclear component, and a 5GW nuclear buildout would be unprecedented for a company of any size, let alone one that recently rebranded from New Era Helium.