---
title: "XE X-energy"
canonical: "https://supercyclehq.com/stock/x-energy"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "XE"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# X-energy (XE)

X-energy develops advanced nuclear technology.

## AI Exposure Score

**62/100, Strategic.** X-energy is developing the Xe-100 reactor and TRISO-X fuel, with Amazon as both an investor and an anchor customer for data center power. Reactor deliveries are years out, so the thesis depends on licensing, fuel production, and construction rather than current sales.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $10.37 |
| Change 1d | -5.12% |
| Change 7d | -2.99% |
| Change 30d | -27.89% |
| Change 1y | -64.49% |
| 52-week high | $35.98 |
| 52-week low | $10.36 |
| Market cap | n/a |
| P/E | n/a |
| EPS | n/a |
| Next earnings | n/a |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Industrials |
| Headquarters | Rockville, Maryland |
| CEO | J. Clay Sell |
| Employees | 889 |
| Website | https://www.x-energy.com |
| Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy) |

## What the company does

X-energy develops advanced nuclear technology. It designs small modular reactors and manufactures the fuel that runs them. The plan is to sell reactors along with long term fuel supply to utilities, industrial users, and companies that need steady power for large computing sites. Most of its work today is engineering, regulatory licensing, and building fuel capacity.

Its main reactor is the Xe-100, a pebble bed design cooled by helium. Its fuel product is TRISO-X, a coated particle fuel. X-energy is also a partner on the Cascade Advanced Energy Facility with Energy Northwest, a project backed by Amazon that is intended to supply power for Amazon data centers.

The company was founded in 2009 and is based in Rockville, Maryland. It employs roughly 900 people and its shares trade on the Nasdaq.

## Role in the AI buildout

X-energy sits in the Power & Energy layer of the buildout. AI data centers need firm power that runs at all hours, and interconnection queues in many regions are full. Small modular reactors are one answer, and X-energy is among the developers furthest along, with a hyperscaler committed as both investor and customer. No reactor is generating yet, so this is a supply story that pays off later in the decade. Supercycle rates it Strategic with an AI Exposure Score of 62 out of 100.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $99.4M | 0.65% | new | 2026-06-30 |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $41.2M | 0.54% | new | 2026-06-30 |
| [Andreas Halvorsen](https://supercyclehq.com/investors/andreas-halvorsen) | Viking Global | $13.1M | 0.04% | new | 2026-06-30 |
| [Peter Thiel](https://supercyclehq.com/investors/peter-thiel) | Thiel Macro | $3.7M | 0.88% | new | 2026-06-30 |

## FAQ

### What does X-energy do?

X-energy designs small modular nuclear reactors and manufactures the specialized fuel they use. It sells reactor units and long term fuel supply to utilities, industrial customers, and technology companies that need steady power for large computing campuses.

### How is X-energy exposed to AI?

Its reactors are aimed squarely at the power shortage created by AI data centers, and Amazon is both an investor and an anchor customer. Supercycle rates it Strategic with an AI Exposure Score of 62 out of 100, held back because deliveries are still ahead.

### What is the Xe-100?

The Xe-100 is X-energy's commercial scale small modular reactor. It uses a pebble bed core cooled by helium, which allows high operating temperatures and simpler safety design. Units are meant to be built in groups to serve larger loads.

### What is the Amazon relationship?

Amazon invested in X-energy and committed to support Xe-100 deployment. The two work with Energy Northwest on the Cascade Advanced Energy Facility, a project sized to add substantial nuclear capacity aimed at powering Amazon data centers over time.

### Is XE a pure play AI stock?

No. Supercycle places it in the Strategic band at 62. Data center power is a central part of its demand case, but X-energy also targets utilities and industrial heat, and its reactors serve loads well beyond AI.

---

Source: https://supercyclehq.com/stock/x-energy. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.