Executive Order 14301 set an ambitious goal for at least three test reactors to achieve criticality by July 4. Two private companies participating in the Department of Energy’s Reactor Pilot Program—Antares and Valar Atomics—reached this stage earlier in June, and Deployable Energy—participating in the DOE's Nuclear Energy Launch Pad—became the third last week.

In the last few weeks, reports indicated that Aalo would be next, reaching criticality at Idaho National Laboratory with a low-enriched uranium–fueled, sodium-cooled reactor on or near the target date set forth by President Trump’s EO 14301. In the early hours of July 4, Aalo’s critical test reactor—a full-scale zero-power version of its planned 10-MWe Aalo-X—did just that, becoming the fourth DOE-authorized reactor to hit the milestone.

For just over a year, President Trump’s Executive Order 14301, “Reforming Nuclear Reactor Testing at the Department of Energy,” has loomed large because it pegged a stretch goal to a significant date: July 4, 2026. Will there be at least three participants in the Department of Energy’s Reactor Pilot Program whose reactors achieve criticality by Saturday’s deadline?

Microsoft and Nvidia have formed an “AI for nuclear” partnership intended to streamline the permitting, design, and operations of nuclear power plant facilities, and highlighted the collaboration at CERAWeek 2026 in Houston earlier this week.

Microsoft said in an announcement that the collaboration will build a “connected, AI-powered foundation” of AI tools that energy developers will be able to use to make work “repeatable, traceable, secure, and predictable,” all the while reducing work timelines and maintaining safety.

AI for energy, and energy for AI: that is the new refrain. But can nuclear power plants be deployed at the pace needed for substantial and timely contributions to the energy infrastructure? For Westinghouse, delivering its AP1000 on time and on budget in the United States is a challenge not yet accomplished, while newcomers like Aalo Atomics are turning to AI to speed design, permitting, and construction.

Hawthorne, Calif.–based reactor start-up Valar Atomics recently announced that it has raised $130 million in its Series A funding round, led by venture capital groups Snowpoint, Day One, and Dream.

The startup of a new cascade of gas centrifuge at Urenco USA’s (UUSA) uranium enrichment facility in Eunice, N.M., came ahead of schedule and on budget, according to the company.

Microreactor developer Aalo Atomics and municipal electric utility Idaho Falls Power have developed a memorandum of understanding that could lead to the siting of seven sodium-cooled microreactors and a power purchase agreement for Idaho Falls.