Welcome to the Aaloverse: The Village Behind the Second Atomic Age

Decades ago, two simple words lit up a screen and ignited a revolution: “Hello World.” At Aaloverse Summit in Austin, we say, “Aalo World!” We’re standing at the precipice of a new era, with a new tech revolution that's even more profound. We can all feel it: artificial intelligence is here. It will change medicine, science, national security, and all of our daily lives.

Most importantly, it can lead to better lives. AI can cure diseases. It can help our loved ones live longer, more fulfilling lives.

AI also has a hard dependency: electricity. To keep pushing the frontier, to keep advancing as a civilization, we need power that is reliable, scalable, and clean. America needs nuclear.

Today’s ‘Aaloverse’ event was our way of showing what it takes to deliver that future.

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AI Demand is Pushing Timelines to the Left

The scale of data center demand is staggering. In my past remarks, I’ve described forecasts showing a load growth of 40GW over the next five years. The latest forecasts for AI data centers in the United States are approaching 100 gigawatts of demand in the next five years. That’s equivalent 100 cities’ worth of power. The last time America onlined that much power in five years was… never.

So nuclear has to move differently to meet this moment.

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Products, not projects: why we build XMRs

We are building nuclear as a manufactured product.

In nuclear, the common pattern has been design first, then assemble a project on site. That model creates risk and project development complexity. When modules arrive from many different vendors and from many different places, rework is often needed to get them to fit together. We saw this at Vogtle.

Our model is different: we integrate at the factory, and control the quality of the modules that ship to site.

This is why we call our reactor an extra modular reactor (XMR). The idea is: raw materials and components come into a production environment, and standardized plant modules leave as finished, tested building blocks.

We describe these core building blocks--modules--as the “Lego blocks” of the power plant. They hold equipment inside a fixed steel frame, remain transport-ready, and keep the same shape whether they’re in the factory, on the road, or being integrated on-site. When piped together through their open wall design, they form the power plant internals, and can be contained within a simple industrial building.

Yasir said it best: “You don’t scale nuclear by designing another reactor… You scale nuclear by designing a factory.” That is what we are doing.

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The Aaloverse Summit was a Milestone: The Aalo-0 Modules Shipped

A factory earns trust by shipping product.

At the Aaloverse Summit, we announced the shipment of the first five Aalo-0 modules to our test site in Idaho. These completed modules will be used in the Aalo-0 full-scale sodium test loop, performing integral effects tests and producing steam at engineering scale.

This shipment is a direct step toward our next major milestone: criticality in 2026, ahead of operating Aalo-X, our 10 MWe factory-built pilot power plant at Idaho National Laboratory (INL). Aalo-X is the precursor to our first commercial product, the Aalo Pod, a 50 MWe XMR designed for data centers.

We are also advancing through the DOE Reactor Pilot Program. We have an Other Transaction Agreement (OTA), completed a Preliminary Design Review, and we’ve begun construction activities at INL.

The Aaloverse: 127 suppliers, 35 states, 6 countries

Aalo is not building this alone.

At the summit, our refrain was, “it takes a village.” The Aaloverse is that village: 127 companies, spanning 35 U.S. states and six countries, representing hundreds of thousands of people.

This matters for more than just ‘vibes’ reasons. Vertical integration does not remove the supply chain. Even the most vertically integrated companies rely on large supplier networks. For instance, SpaceX is reported to have thousands of suppliers, and Tesla has hundreds. So scaling manufacturing is a team sport.

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Partners Building the Platform

At Aaloverse, we highlighted partnerships that anchor critical inputs to our engineering development pathway

- Baker Hughes and Siemens for steam turbine generator supply

- DuBose providing steel for containment vessels andmore

- Flowserve providing Sodium pumps

- Paragon Energy Solutions providing instrumentation and controls

- Urenco providing enriched uranium

- Microsoft, NVIDIA, and INL collaborating with us on the groundwork for a digital “super-operator” platform for safe, minimal-operator operations

In the supplier panel, Yasir spoke with esteemed representatives from some of these organizations: Paul Lorskulsint, Chief Nuclear Officer at Urenco, Bill Loder, Senior Sales Representative at DuBose, Jonathan Barr, Nuclear Segment Leader at Flowserve, John Portillo, Vice President of Global Nuclear at Paragon Energy Solutions, and Julien Matthews, Business Development Director at Baker Hughes.

We will post the link to the entire event video shortly, as we had a great discussion about how suppliers evaluate new reactor companies and much more. One unifying message was the importance of building deep partnerships. It is not just, we buy this from you, and then you go away and take our money.

Nuclear reactors are complex systems and our engineers must work closely together in an ongoing fashion for to successfully build 100s of reactors a year at our demanding quality standard.

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Texas Is Positioning Itself As The Home of Advanced Nuclear Energy

Texas wants to be the headquarters of the American nuclear renaissance. We heard that directly from state leaders, and they are committing resources to make that happen with the HB-14 bill supporting nuclear project development and supply chain.

We also heard from NRC Chairman David Wright, who reminded us that, “at the NRC safety is our ever-present North Star.” He emphasized the value of early engagement so licensing progress stays grounded in safety - something Aalo has done with its inclusion of NRC in our design review work for Aalo-X.

That aligns with how we build: early regulatory work, hardware-tests and accrued learnings, and manufacturing discipline.

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It Takes a Village to Turn the Lights On

We named our company “Aalo” because it means the “light”. There is so much pessimism in the world today. But Aalo believes that good people, great companies, working extremely hard together can lead to a future with more optimism and positivity. First to power the AI era, and later to supply electricity to the developing world where reliable electricity still isn’t guaranteed.

A huge thanks to everyone who showed up in Austin—suppliers, partners,state and federal leaders, customers, investors, and our team. The factory is shipping. The ecosystem is growing. The pace of construction is quickening and the second atomic age is nearly upon us.

It takes a village. We’re advancing the nuclear industry together.

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