Trump Media & Technology Group (DJT) is officially entering the nuclear age. The stock soared a massive 22% in pre-market to $12.63 after announcing an all-stock merger with TAE Technologies. Valued at over $6 billion, the deal represents a radical departure from Truth Social’s social media roots, pivoting the company directly into the path of the global AI energy crisis.
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By merging with the Google-backed (GOOGL) TAE, Trump Media is leveraging its massive retail equity to fund the development of utility-scale fusion power plants. This move is fairly strange for social media-rooted company, but it is one that solves the massive energy bottleneck for the AI revolution.
Trump Media Wants to Help America Win the AI Race
The merger aims to combine the massive liquid capital of DJT with the cutting-edge physics of TAE to create a domestic energy powerhouse. In a joint statement, the companies declared they would merge to help America win the AI revolution.
The new entity plans to break ground on a 50-megawatt utility-scale fusion power plant as early as next year, with future designs scaling to 500 megawatts. According to the statement, the deal will utilize “Trump Media’s access to significant capital and TAE’s leading fusion technology” to anchor the U.S. power grid. Under the 50/50 ownership split, TAE shareholders are being valued at $53.89 a share.
Geopolitical Rivalry Triggers a Nuclear Arms Race
The deal arrives at a “white-knuckle” moment for U.S. infrastructure as China rapidly scales its own nuclear capabilities. Wedbush analyst Dan Ives noted that the move is a direct response to global competition.
“China is moving very quickly on investing in fusion and scaling its nuclear grid into 2030 which puts more pressure on the U.S. to have an answer to nuclear fusion,” Ives wrote.
He added that with this deal, “TAE, now with significant capital, will be front and center as the centerpiece of the US nuclear fusion ambitions over the next decade”. The merger effectively places DJT at the heart of the national security conversation regarding AI sovereignty and energy independence.
Trump Jr. and Binderbauer Form a New Energy High Command
The governance of the combined company reflects a strategic marriage of political influence and scientific expertise. Devin Nunes will serve as Co-CEO alongside TAE’s Michl Binderbauer, while the board of directors will feature high-profile names including Donald Trump Jr..
The board will also include Michael B. Schwab, whose Big Sky Partners has long backed TAE alongside institutional giants like Chevron (CVX) and Goldman Sachs (GS). This “High Command” will oversee the transition of TAE’s 25 years of research into a commercial reality, aiming to site and build the first fusion plant by the end of 2026.
Key Takeaway
The bottom line is that Trump Media (DJT) is no longer just a social media company. By merging with TAE Technologies, they are jumping into the massive business of nuclear energy to power the AI revolution. Investors are excited about this shift from “Truth Social” to “Nuclear Power,” which is why the stock jumped 21% immediately after the news.