Friday, November 21, 2025

J -- Nuclear Energy For AI -- November 21, 2025

Locator: 49770J.

Wiki: link here

Ticker:


 AI prompt:

Jacobs Solutions (Dallas, TX)  has recently been mentioned in the news with regard to "engineering"  large, conventional nuclear reactors.  What other American companies would be doing similar work that Jacobs Solutions is doing?

How do these compare to Jacobs Solutions?

Please: all the U.S. engineering / EPC firms currently most active in the new-build nuclear space (2025-2035) — basically, who is being bet on for the nuclear renaissance.

AI reply:

Top US EPC and engineering firms (2025 - 2035) --who's being bet on:

  • Bechtel
  • Fluor
  • Holtec International
  • Westinghouse Electric (partnered with Brookfield / Cameco)
  • BWX Technologies (BWXT)
  • Kiewit (Kiewit Nuclear Solutions)
  • Jacobs Solutions (J)
  • AECOM

Helpful context and why these firms matter

  • Two profiles of activity: (a) EPC/build firms (Bechtel, Fluor, Kiewit) handle heavy civil, procurement and on-site construction; (b) technology & systems firms (Westinghouse, Holtec, BWXT) provide reactor designs, components and fuel; Jacobs/AECOM operate across the front end — licensing, site studies, systems engineering and project management (the glue that holds complex projects together).

  • Government backing & programs (DOE, NNSA, DOD) and large private partnerships (e.g., Westinghouse + Brookfield/Cameco; TerraPower + Bechtel) are accelerating deployments — and these contracts are directing where EPC work will land over the next decade. 

Quick read-out: who to watch next --

  • Bechtel — core builder for Natrium and other flagship projects.

  • Fluor — brand name EPC with explicit nuclear market push.

  • Holtec — aggressive SMR rollout and site restarts (Palisades).

  • Westinghouse / Brookfield / Cameco — centralized reactor vendor partnership for large LWR builds backed by U.S. financing support. 

  • BWXT & Kiewit — key players for component manufacturing and construction of micro/SMR projects. 

  • Jacobs & AECOM — essential engineering, licensing and program-management partners for getting projects permitted and shovel-ready. 

Project map: who's doing what, where -- 

The small print, above, locations reported above --
  • Kemmerer (Lincoln County, WY)
  • Clinch River site (Oak Ridge, TN)
  • Palisades site (Covert Township, MI -- adjacent to Palisades Plant)
  • Idaho National Laboratory (INL, ID)
  • Seadrift / Texas Gulf Coast (TX)