COMPANIES · ENERGY & GRID
BWXT
BWXT builds nuclear reactors and fuel for U.S. Navy submarines and aircraft carriers, and makes reactor components, fuel and medical isotopes for commercial customers.
BWXT builds nuclear reactors and fuel for U.S. Navy submarines and aircraft carriers, and makes reactor components, fuel and medical isotopes for commercial customers.
Most of its revenue is defense work; its AI link is indirect, through manufacturing parts for new commercial reactors such as the GE Vernova Hitachi BWRX-300 small modular reactor that could one day power data-center demand. Its annual results release does not mention data centers or AI.
The U.S. government pays for naval reactors and nuclear materials work, and utilities and reactor designers pay for components, fuel and services.
United States (Lynchburg, Virginia)
Energy and the electrical grid. The companies that generate, distribute and manage the electricity AI infrastructure runs on. AI data centers use enormous amounts of power, so the companies producing and delivering that electricity are just as critical to the AI economy as the chip makers.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (1)
Source: 2025-01-27 · reviewed 2026-09-26
Evidence: Primary-source statement · Contract awarded; delivery not confirmed
Limits: A contract award for one component on one project; does not establish contract value, delivery, or any data-center use of the reactor's power.
GE Hitachi awards contract for BWRX-300 reactor pressure vessel to BWXT ↗Comparisons (1)
Source: 2026-01-26 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Both develop centrifuge enrichment, but BWXT's program serves defense (NNSA) needs while Centrus targets commercial fuel; does not establish that they bid for the same customers.
Two companies expand centrifuge development centers at Oak Ridge ↗BWX Technologies Reports Fourth Quarter and Full Year 2025 Results, Initiates 2026 Guidance ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .