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Capital • Jul 27, 2026 • 6 min read

Amentum's Savannah River selection turns AI infrastructure into a lease-and-power execution gate

NNSA selected Amentum to negotiate a phased Savannah River lease for a gigawatt-scale AI data center and dedicated generation. The signal is not a final award: value now depends on closing land, power, financing, customers, security, and a credible gas-to-nuclear transition.

What to watch

  • NNSA selected Amentum to enter negotiations for a phased Savannah River lease; the selection is not a final lease award.
  • The proposed campus couples gigawatt-scale AI compute with dedicated on-site generation, beginning with natural gas and transitioning toward advanced nuclear energy.
  • The investable gate is execution across land, power, financing, anchor demand, interconnection, safety, security, permitting, and federal approval.
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