Nuclear-AI campuses: Fermi America's Matador, the Texas cohort

status: watch, opened 2026-10-10, last moved 2026-10-09. Energy nuclear data-centers us

• The thread: gigawatt-scale reactor fleets sited as power sources for AI campuses — the genre Valar's Beehive (Utah) and Stratos (Utah, nine gigawatts, ai beat) opened, now with the Texas cohort.
• 2026-10-09 (ANS): Fermi America's draft environmental impact statement is complete for Project Matador — four AP1000s at its Advanced Energy and Intelligence Campus in Texas — "a project that has seen upheavals" (ANS wording; the DEIS is a real NEPA milestone: Matador is the first of the genre at full NEPA depth). Same item: Blue Energy making strides in Texas (snippet-thin — microreactor/data-center startup; verify). Watch: DEIS comment window + final EIS, tenants, the Fermi upheaval details (financing? leadership? — ANS teases without naming), Blue Energy's instrument, NRC application parallels with Beehive/Stratos.