Trump Administration partnership signed in Tokyo October 28, 2025 during the US-Japan Framework Agreement. Minimum aggregate value $80B for Westinghouse reactor construction across the United States. Westinghouse plans 10 new plants in the US with construction starting 2030. PwC March 2025 study around a 10-unit fleet projected $92.8B GDP during construction phase + $1.03 trillion over 80-year operating lifetime, supporting up to 44,300 jobs annually for 13 years during construction. Aligns with Trump's May 2025 executive orders calling for 10 large new reactors under construction by 2030. US Government has 20% profit share above $17.5B threshold paid to Brookfield + Cameco.
January 28, 2026 — Westinghouse and Tetra Tech Canada signed agreement for nuclear new-build projects in Canada. Aligns with Saskatchewan's pursuit of small modular reactor + larger fleet deployment. Cameco (49% Westinghouse owner) is Saskatoon-headquartered, providing strong Canadian institutional presence.
November 2025 — Westinghouse and Hungary established a landmark nuclear fuel partnership. Strengthens Westinghouse's European nuclear fuel supply chain and adds Hungary to the Westinghouse fuel customer base alongside fuel supply for Ukraine's legacy VVER fleet (which Westinghouse converted to non-Russian fuel in recent years).
Largest single-country AP1000 commitment globally. Memorandum of cooperation signed August 31, 2021 between Westinghouse and Energoatom; initial contract signed November 22, 2021. Initial scope: completion of Khmelnytskyi NPP Unit 4 + four additional units at other Ukrainian NPPs. Commitment subsequently expanded to 9 total units. Long-term strategic relationship subject to wartime operational realities — Energoatom continues commercial coordination throughout the conflict.
Fermi America agreement with Doosan Enerbility (Korean nuclear equipment) to deploy 4 Westinghouse AP1000 reactors as part of Amarillo TX data center development. Total capacity ~4.5 GW. Demonstrates the AI-data-center / large reactor convergence; first announced AP1000 deployment specifically for hyperscaler load.
Poland's first nuclear power program. Westinghouse-Bechtel consortium signed Engineering Development Agreement (EDA) with PEJ on April 28, 2025 — witnessed by Polish PM Donald Tusk and US Energy Secretary Chris Wright. EDA covers site development, regulatory documentation, and geological studies. EPC agreement targeted for end of 2025. Estimated 100B+ PLN economic impact + tens of thousands of construction/operation jobs. Arabelle Solutions providing 3 half-speed steam turbine and generator sets. February 2026: Westinghouse welcomed US financing announcement for Poland's first nuclear plant.
V.C. Summer Units 2+3 construction abandoned July 2017 after $9B+ spent (triggering Westinghouse bankruptcy). January 2025: Santee Cooper began exploring construction and financing partners to finish the two stored-but-unfinished AP1000 units. October 2025: Brookfield (Westinghouse 51% owner) entered negotiations with Santee Cooper to potentially restart construction — directly aligned with the $80B US Government partnership.
First new US large reactors in 30+ years. Vogtle 3 online July 2023; Vogtle 4 online April 2024. Together with units 1+2 makes Vogtle the largest operating nuclear facility in the United States (~4,500 MW). Westinghouse filed January 2026 to update the AP1000 design certification using the Vogtle expansion as the US reference plant — a strategic move to enable fleet-scale deployment. Construction history is the cautionary tale: $14B planned → $30B+ actual; original 2016/2017 commercial dates → 2023/2024 actual. Lessons-learned anchor for future fleet builds.
Westinghouse's flagship large reactor — the only operating Gen III+ reactor with fully passive safety systems, modular construction design, and the smallest footprint per MWe on the market. NRC design certification originally issued 2006, amended 2011 and 2021. In August 2025 NRC extended the AP1000 design certification duration to 40 years, expiring February 27, 2046. Westinghouse filed January 2026 to update the AP1000 design certification using Vogtle Units 3+4 as the US reference plant — a strategic move to enable fleet-scale deployment per Trump's May 2025 nuclear executive orders. Status: 6 reactors operating (Vogtle 3+4 US, 4 in China — Sanmen + Haiyang); 14 under construction; 5 under contract; expected 18 operating by end of decade.
Bulgaria selected AP1000 for nuclear program. Westinghouse signed engineering contract for AP1000 reactors at Bulgaria November 2024; key contract extension October 2024. April 2024 supply chain MOUs with Bulgarian companies expanded local industrial participation. (Connects to broader Eastern European AP1000 footprint alongside Poland, Ukraine.)
Westinghouse's SMR offering — 300 MWe single-loop PWR derived directly from licensed AP1000 technology. Launched May 2023. Commercial advantages: leverages AP1000 supply chain, design certification heritage, and operating fleet experience. Customer interest: Slovakia (deployment discussions since 2023), various European utilities, US data center applications. Note: AP300 is included as part of the Oct 2025 US Government partnership ("primarily AP1000 units... and also small modular nuclear reactors").
Westinghouse's microreactor offering — 5 MWe heat pipe microreactor designed for portable/distributed power applications. Uses TRISO HALEU fuel. DOE Microreactor Program participant. Targets remote communities, military bases, mining, data centers. Solid-state cooling via heat pipes (no pumps, no coolant pressurization).
Brookfield Asset Management (51%) and Cameco Corporation (49%) completed acquisition of Westinghouse Electric Company. Strategic partnership formed October 2022 to acquire Westinghouse from previous Brookfield Business Partners ownership. Sets up the current ownership stack subject to the 2025 US Government participation interest.
Trump Administration partnership signed in Tokyo. US Department of Commerce will help arrange financing and facilitate permitting for at least $80B of new Westinghouse reactor construction across the United States. Part of the broader $500B Japan-US infrastructure investment framework finalized with Japanese PM Sanae Takaichi. Each two-unit AP1000 project creates ~45,000 manufacturing/engineering jobs across 43 states. Conditional terms: US Government receives a 20% share of future profits after Westinghouse pays at least $17.5B to Brookfield and Cameco. Government can convert profit share into a 20% equity stake. Mandatory IPO trigger by January 2029 if certain valuation thresholds met.