TREE NEWS update: South Korea will invest $120 billion to build eight nuclear reactors in the United States, with two of the eight to use the Korean APR1400 design, the government said. Specific reactor projects have not yet been finalized, and Seoul plans to push for domestic companies to take an equity stake in Westinghouse Electric. The two countries also launched a $22.3 billion Texas gas-fired power plant project to supply AI data centers, providing 6.47 GW with commercial operation targeted before 2029.
South Korea to Invest $120B in Eight U.S. Nuclear Reactors, Two Using APR1400
The equity-stake push in Westinghouse is the real signal here: Seoul is trying to convert reactor exports into ownership of the U.S. nuclear supply chain, not just equipment sales. The pairing with gas-fired capacity for AI data centers frames both deals as power-provisioning for compute demand. Whether Korea secures that stake, and how the unallocated reactor projects are sited, are the open questions to watch.
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