Oklo Inc., NuScale Power, and X-energy shares rallied after reports that Japan is considering up to $62.3 billion in U.S nuclear infrastructure investments, including potential large-scale funding for a small modular reactor deployment. The proposed capital wave, tied to the broader U.S.-Japan energy security agreements, has reinforced bullish sentiment across advanced nuclear developers as policy makers accelerate efforts to revive domestic nuclear capacity and deploy next-generation SMR technologies for industrial and grid applications

Chrysalis Renewables has acquired the 357 MWdc Atlas V and Atlas VI solar projects in Arizona from Hanwha Renewables, making the first transaction under the partners' recently announced strategic alliance. The projects, part of the larger Atlas Energy park development, are in the final stages of commissioning and backed by 15-year power purchase agreements with Southern California Edison. The deal expands Chrysalis’ operating portfolio to roughly 700 MW and advances a broader partnership targeting more than 3.5 GW of solar and battery storage projects across North America.

Eos Energy Enterprises (NASDAQ: EOSE) has secured its first purchase under a 2GWh capacity reservation agreement with Frontier Power USA, marking a key step in commercializing its zinc-based storage platform. The order covers the Redbird project, a 100 MW, 400 MWh four-hour battery energy storage system in ERCOT, Texas, using Eos’ Z3 technology and structured through a co-created investment and development platform backed by Cerberus linked capital. The project originated from Bimergen Energy Corp and is being transitioned into construction and operations through Frontier Power’s acquisition and financing structure. 

Verse, an energy software startup focused on AI data centers, has raised a $54 million Series B led by Bessemer Venture Partners with participation from NVIDIA, GV, Coatue, and Norrsken VC. The company helps data centers accelerate access to power by optimizing on-site batteries and solar generation, reducing dependence on grid upgrades and lengthy interconnection queues. The funding will support the deployment of its platform across more than 100 sites over the next year.

Critical Energy, a geothermal startup founded by former SpaceX engineer Spencer Jackson, has raised $22 million in funding, including a $19 million seed round co-led by Susa Ventures and Upfront Ventures. Rather than focusing on drilling technology, the company is developing factory-built, modular geothermal turbines designed to reduce project deployment times from years to weeks. As demand for 24/7 clean power grows alongside AI data center expansion, Critical Energy is betting that standardized power generation equipment can become a critical piece of the emerging geothermal supply chain.

Austrian energy-tech startup EnergieDigital has raised a seven-figure seed round from JS North Asia Investments Limited to support its expansion across Europe. Founded in 2022, the company has developed a platform that enables the creation and management of energy communities, combining energy planning, participant management, billing, and real-time optimization of local renewable generation. The funding will help accelerate growth and support market expansion into the UK, France, and Spain.