Jul. 26 at 10:50 AM
$AMTM is back in focus after DOE/NNSA selected Amentum to negotiate a major AI and energy infrastructure project at the Savannah River Site. The proposal combines a 1 GW AI data center with roughly 2 GW of dedicated power generation, initially using natural gas and potentially transitioning toward advanced nuclear energy.
This could strengthen Amentum’s position at the intersection of government contracting, AI infrastructure and energy. However, the lease has not been finalized and remains subject to negotiations, permits and federal approvals.
The next major catalyst is Q3 earnings on August 11. Watch backlog, free cash flow, margins and debt reduction.
$NVDA is thematically relevant through rising AI-compute demand, but no direct partnership for this project has been announced.
Not financial advice. Do your own research.
