A DC Atlas Frontier
Going Off-Grid: The Nuclear Frontier
The grid cannot power AI at the speed the industry needs it. We modelled what it actually costs to take a hyperscale campus off it, and what the reactor really buys you.
Built on DC Atlas's asset-level data across ~8,000 tracked facilities.
Three ways to go off-grid, from 50 to 950 MW
One design language, three scales. The step from a 50 MW edge campus to a 950 MW hyperscale complex is a nineteenfold jump in IT load — and a very different capital, reactor and buyer profile at each stop.
Minimum viable
50 MW
Atlas Edge
- Reactor
- 4× Oklo Aurora (15 MWe each → 60 MWe gross)
- Capital cost
- $583–848M
- Campus footprint
- 40 acres
- Timeline to full power
- 6–8 years
- 20-yr capacity-charge avoidance
- ~$75M (50 MW basis)
- Price-Anderson insurance
- Reduced — site under 100 MWe ($4.5–74M)
- Who builds it first
- Enterprise AI, defence, or sovereign cloud
The Aurora is specified at 15 MWe because the campus is designed on that unit; Oklo's design has since scaled to a 75 MWe maximum, but the 15 MWe reactor is the intentional basis here.
Mid-scale
500 MW
Atlas Sovereign
- Reactor
- 8× NuScale VOYGR (616 MWe gross)
- Capital cost
- $4.2–5.7B (first-of-a-kind)
- Campus footprint
- 250 acres
- Timeline to full power
- Year 8 (phased from Year 5)
- 20-yr capacity-charge avoidance
- ~$750M (500 MW basis)
- Price-Anderson insurance
- Full $500M — site over 100 MWe
- Who builds it first
- Sovereign wealth fund, Tier-1 colo, or hyperscaler
Maximum credible
950 MW
Atlas Hyper
- Reactor
- 4× BWRX-300 (300 MWe each → 1,200 MWe gross)
- Capital cost
- $16.6–19.5B
- Campus footprint
- 600 acres
- Timeline to full power
- Year 10 (Unit 1 in Year 6)
- 20-yr capacity-charge avoidance
- ~$1.425B (950 MW basis)
- Price-Anderson insurance
- Full $500M — site over 100 MWe
- Who builds it first
- Hyperscaler (Meta / Amazon scale)
Capital ranges and the campus designs are DC Atlas modelling, not vendor quotes. The 20-year capacity-charge avoidance is an estimate: it scales the validated ~$750M-per-500 MW PJM figure by each campus's net IT load.
Three ways to go off-grid, from 50 to 950 MW
One design language, three scales. The step from a 50 MW edge campus to a 950 MW hyperscale complex is a nineteenfold jump in IT load — and a very different capital, reactor and buyer profile at each stop.
Minimum viable
50 MW
Atlas Edge
- Reactor
- 4× Oklo Aurora (15 MWe each → 60 MWe gross)
- Capital cost
- $583–848M
- Campus footprint
- 40 acres
- Timeline to full power
- 6–8 years
- 20-yr capacity-charge avoidance
- ~$75M (50 MW basis)
- Price-Anderson insurance
- Reduced — site under 100 MWe ($4.5–74M)
- Who builds it first
- Enterprise AI, defence, or sovereign cloud
The Aurora is specified at 15 MWe because the campus is designed on that unit; Oklo's design has since scaled to a 75 MWe maximum, but the 15 MWe reactor is the intentional basis here.
Mid-scale
500 MW
Atlas Sovereign
- Reactor
- 8× NuScale VOYGR (616 MWe gross)
- Capital cost
- $4.2–5.7B (first-of-a-kind)
- Campus footprint
- 250 acres
- Timeline to full power
- Year 8 (phased from Year 5)
- 20-yr capacity-charge avoidance
- ~$750M (500 MW basis)
- Price-Anderson insurance
- Full $500M — site over 100 MWe
- Who builds it first
- Sovereign wealth fund, Tier-1 colo, or hyperscaler
Maximum credible
950 MW
Atlas Hyper
- Reactor
- 4× BWRX-300 (300 MWe each → 1,200 MWe gross)
- Capital cost
- $16.6–19.5B
- Campus footprint
- 600 acres
- Timeline to full power
- Year 10 (Unit 1 in Year 6)
- 20-yr capacity-charge avoidance
- ~$1.425B (950 MW basis)
- Price-Anderson insurance
- Full $500M — site over 100 MWe
- Who builds it first
- Hyperscaler (Meta / Amazon scale)
Capital ranges and the campus designs are DC Atlas modelling, not vendor quotes. The 20-year capacity-charge avoidance is an estimate: it scales the validated ~$750M-per-500 MW PJM figure by each campus's net IT load.
The Frontier
- 01Why the Grid Is Broken for AISeven-year interconnection queues, a 1,038% capacity-price rise, and a carbon ledger that only balances annually. The structural case that grid dependency has become a strategic liability at hyperscale.12 min
- 02What Is an SMR, Actually?What "small" and "modular" mean in engineering terms, why the passive-safety case is a different argument from the one made for the current fleet, and what first-of-a-kind units actually cost.13 min
- 03The Vendor LandscapeDesign certification is not a construction licence, and an MOU is not a contract. A tiered read of the six vendors with near-term credibility, and what the hyperscalers have actually signed.16 min
- 04The EconomicsThe costs LCOE ignores are the ones that decide it. A 20-year total cost of ownership model for a 500 MW campus, including the honest finding that first-of-a-kind nuclear still costs more than the grid.14 min
- 05The Regulatory and Siting RealityPart 53, an 18-month licensing cap, a site-boundary emergency planning zone, and an Illinois moratorium lifted. The rules have changed; whether the NRC has the people to execute them has not been settled.17 min
- 06The CampusThree fully specified nuclear data centre campuses in Grundy County, Illinois (50 MW, 500 MW and 950 MW), with their reactors, land, capital requirements and the actors most likely to build each first.15 min