Amentum Selected by DOE for Massive AI Data Center and Energy Project

Key Facts

Amid the global race to secure infrastructure for future technologies, the integration of sustainable energy solutions with massive data centers has become a critical priority. Consequently, the U.S. Department of Energy's National Nuclear Security Administration (NNSA) has selected Amentum to enter negotiations for a large-scale integrated AI and energy infrastructure project. The initiative, structured as a phased lease, aims to solve the immense power demands of AI by directly coupling energy generation with data facilities.

This selection occurs as defense and infrastructure service firms increasingly pivot toward the tech sector, with peers like Leidos and Parsons competing for similar government contracts to support digital transformation. According to market data, integrating small modular reactors or renewable sources into data hubs is becoming a strategic necessity, especially with Goldman Sachs projecting data center power demand to grow 160% by 2030 (per research reports). This potential contract strengthens Amentum's position at the intersection of national security and technical innovation.

While updated price data for the instrument is currently unavailable, investors are closely monitoring the outcome of negotiations with the DOE as a primary catalyst for future growth. Looking at the economic calendar, the market awaits a speech by the Fed's Michael Barr on July 14, 2026, which may provide insight into financing costs for major capital projects. Additionally, recently released U.S. budget statements provide context on the federal spending capacity available for such strategic AI and energy initiatives.