---
title: "Amazon-Backed (AMZN) X-Energy Secures First U.S. Nuclear Fuel License in 50 Years"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275949662.md"
description: "X-Energy Reactor, backed by Amazon, has secured the first U.S. nuclear fuel license in over 50 years, allowing it to manufacture uranium fuel for nuclear reactors. The license is valid for 40 years and enables production at two Tennessee facilities, starting in 2028. This approval is seen as a significant step towards enhancing U.S. energy security and supports Amazon's strategy to power AI data centers with clean nuclear energy. AMZN stock holds a consensus Strong Buy rating among analysts, with a target price suggesting a 41.93% upside."
datetime: "2026-02-13T21:50:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275949662.md)
  - [en](https://longbridge.com/en/news/275949662.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275949662.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275949662.md) | [繁體中文](https://longbridge.com/zh-HK/news/275949662.md)


# Amazon-Backed (AMZN) X-Energy Secures First U.S. Nuclear Fuel License in 50 Years

X-Energy Reactor, a privately held nuclear company backed by Amazon (AMZN), has received the first nuclear fuel license issued in the United States in more than 50 years.

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The license allows X-Energy to manufacture uranium fuel for use in nuclear reactors. The nuclear fuel license is good for the next 40 years and will allow X-Energy to produce nuclear fuel using enriched uranium at two facilities in Tennessee.

X-Energy said that it plans to begin making the nuclear fuel in 2028. "Regulatory approval brings us one step closer to a resilient, American fuel supply for next-generation nuclear technology, advancing our energy security by closing a longstanding gap in the U.S. nuclear fuel cycle," said the company in a statement.

## **A Win for Amazon**

The nuclear fuel license obtained by X-Energy is seen as a win for Amazon and other technology companies that are turning to nuclear power as a clean energy source to power their artificial intelligence (AI) data centers.

Microsoft (MSFT) has floated the idea of restarting the Three Mile Island nuclear site to power its AI data centers in future years. Amazon has a strategic partnership with X-Energy, including a $500 million investment, to develop and deploy small modular reactors (SMRs) to power its energy-intensive AI data centers with carbon-free nuclear energy.

## **Is AMZN Stock a Buy?**

AMZN stock has a consensus Strong Buy rating among 44 Wall Street analysts. That rating is based on 41 Buy and three Hold recommendations assigned in the last three months. The average AMZN price target of $282.14 implies 41.93% upside from current levels.

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