Data centers are now the largest buyer of US nuclear power. This is the demand-meets-supply map: per-grid data-center load pipeline against firm generation, power-stranded vs power-rich rankings, and which firm nuclear supply is still seeking load — anchored to Reactor N's live reactor fleet.
Data-center demand vs firm generation across US grids
DC load pipeline vs firm generation in queue · convergence (tension) score 0–100 · sorted by power gap
| Grid / ISO | DC Pipeline | Firm Gen | Gap | Convergence Score | Classification |
|---|
Where AI demand outruns firm supply — and where firm supply is waiting for load.
The supply–demand graph: contracted nuclear↔DC pairs, plus firm supply seeking load and demand seeking firm supply.
How the firm nuclear pipeline breaks down, how data centers are sourcing power, and the policy floor under nuclear economics.
Public large-scale data-center load (≥100 MW) · weighted by interconnection-realization probability
| Operator | Grid | Load | Realize |
|---|
Public data-center load pipeline (≥100 MW) from company announcements, hyperscaler PPAs, ISO large-load study requests, and state PUC filings — weighted by interconnection-realization probability.
Per-ISO interconnection queue context: data-center load pipeline, firm dispatchable generation in queue, average interconnection time, and historical queue withdrawal rates.
Firm nuclear additions — restarts, SMRs, new builds, uprates — anchored to Reactor N's live US operating fleet via NRC Power Reactor Status, refreshed daily.
Tension index (0–100) = 0.6×(demand÷firm supply) + 0.25×interconnect latency + 0.15×queue attrition, scaled across grids.
The Convergence Layer ships alongside the Nuclear PPA Price Index, deal tracker, and live fleet monitoring. Full regional drill-downs, alerts, and API access are available on Intelligence Pro and Enterprise.