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SAIHEAT Upgrades Its Nuclear Energy Business Strategy, Emerging as a Core Provider of Integrated Design Software Solutions for Large LWR and SMR

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SAIHEAT (NASDAQ: SAIH) said it upgraded its nuclear energy strategy on April 7, 2026, shifting from SMR R&D to being an integrated design software and technical consulting supplier for large LWR and SMR projects.

The company established a dual-core model (Software Agency + Reactor Design & Analysis Consulting), formal partnerships for licensed software application, and service coverage across six technical segments including reactor physics, thermal-hydraulics, safety analysis, PSA, plant simulation, and radiation shielding.

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News Market Reaction – SAIH

-1.02%
2 alerts
-1.02% Session close to close
+27.4% Peak Tracked
$19.92M Market Cap
1.1x Rel. Volume

In the Apr 7 session, SAIH declined 1.02%, reflecting a mild negative market reaction. Argus tracked a peak move of +27.4% during that session. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement outlines SAIHEAT’s pivot from SMR R&D toward integrated nuclear design software an...
Analysis

This announcement outlines SAIHEAT’s pivot from SMR R&D toward integrated nuclear design software and consulting across six core segments, spanning large LWR and SMR projects. It builds on prior clean‑energy innovation, such as the November 17, 2025 waste‑heat recovery patent that drew a modest +1.57% move. Investors may watch how quickly partnerships convert into commercial revenue and how the company balances this nuclear focus with existing technology initiatives.

Key Figures

Core business segments: 6 segments
1 metrics
Core business segments 6 segments Number of nuclear design software and consulting segments described in the strategy

Historical Context

1 past event · Latest: Nov 17 (Positive)
Pattern 1 events
Date Event Sentiment 24h Move Catalyst
Nov 17 Patent announcement Positive +1.6% Patent on waste heat recovery system for chip cooling and green development.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Limited history: the last recorded technology-focused patent announcement saw a modest positive price reaction aligned with the constructive news tone.

Recent Company History

In the past six months, SAIHEAT reported a key patent for a “Waste Heat Recovery System and Method” on November 17, 2025, targeting energy waste in server and chip cooling. That announcement framed the company’s work around green, low‑carbon development and R&D upgrades, with a +1.57% 24-hour price reaction. Today’s strategic shift toward nuclear design software and SMR/LWR consulting broadens its clean-energy and technical solutions narrative beyond waste-heat recovery.

Key Terms

small modular reactor (smr), light water reactor (lwr), probabilistic safety assessment (psa), reactor thermal-hydraulic analysis, +2 more
6 terms
small modular reactor (smr) technical
"shift from its original focus on small modular reactor (SMR) R&D to the integrated"
A small modular reactor (SMR) is a compact nuclear power plant built from factory-made modules that can be assembled on site like building blocks, producing a fraction of the output of traditional large reactors. Investors care because SMRs aim to lower construction time and upfront cost, offer more flexible deployment for regional grids, and can change project risk and long-term revenue profiles compared with large nuclear projects.
light water reactor (lwr) technical
"R&D and design of large Light Water Reactor (LWR) nuclear power and SMR reactor types"
A light water reactor (LWR) is a type of nuclear power plant that uses ordinary water to both cool the core and slow neutrons, allowing a controlled chain reaction that produces heat and generates electricity. Think of it like a very powerful, sealed kettle where water transfers heat and keeps the reaction stable. For investors, LWRs matter because they drive long-term capital costs, regulatory risk, fuel supply and operating revenue in the nuclear energy sector.
probabilistic safety assessment (psa) technical
"Specialized technical services for Probabilistic Safety Assessment (PSA), building a full-life"
A probabilistic safety assessment (PSA) is a systematic, numbers-based analysis that estimates how likely different failures or accidents are and how severe their effects would be, combining data on equipment faults, human actions and operating conditions into an overall risk picture. For investors, a PSA acts like a risk map: it helps gauge the chance of costly shutdowns, regulatory penalties, or higher insurance and cleanup costs, and therefore affects valuations and capital planning.
reactor thermal-hydraulic analysis technical
"consulting services for reactor thermal-hydraulic analysis and thermal safety, supporting the safe"
Reactor thermal-hydraulic analysis studies how heat and coolant flow behave inside a nuclear reactor, like checking how a building’s heating and plumbing handle changing loads and leaks. It matters to investors because the results drive safety assessments, regulatory approvals, operational limits and outage planning—factors that affect a plant’s operating license, performance reliability, repair costs and long-term revenue prospects.
radiation protection and shielding analysis technical
"and Radiation protection and shielding analysis, covering core technical needs of radiation"
Radiation protection and shielding analysis is the technical assessment of how to block or reduce harmful ionizing radiation from medical devices, industrial equipment, or nuclear facilities using walls, barriers, materials and procedures. Investors care because the analysis determines safety compliance, construction and operating costs, licensing timelines and liability exposure—like an engineer calculating whether a house needs thicker walls to keep noise out, it affects project cost, schedule and legal risk.
full-spectrum simulators technical
"system simulation and full-spectrum simulators, providing technical support for nuclear power"
Full-spectrum simulators are systems that recreate a broad range of real-world conditions—such as signals, environments and operational situations—so products, systems or teams can be tested and trained without going into the field. For investors, they matter because they reduce development and testing risk, speed time to market and lower costs by allowing problems to be found and fixed in a controlled setting, much like a flight simulator lets pilots and planes be vetted before real flights.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SINGAPORE, April 7, 2026 /PRNewswire/ -- SAIHEAT Limited ("SAIHEAT" or the "Company") (NASDAQ: SAIH) announced a strategic upgrade of its nuclear energy business, marking a pivotal shift from its original focus on small modular reactor (SMR) R&D to the integrated design software sector for nuclear power and SMR. The Company has solidified a dual-core operational model of Software Agency + Reactor Design and Analysis Solution Consulting, and officially positioned itself as a professional integrated supplier of design software and technical solutions for the overseas nuclear power and SMR sectors - a milestone that elevates the Company's nuclear energy business to a new stage of strategic development.

The Company has established in-depth strategic partnerships with leading technical enterprises in the nuclear industry and has obtained full authorization for the functional application of nuclear energy design software and professional technical consulting capabilities from its partners, successfully building a closed-loop service system integrating software agency and technical consulting that covers the entire design process of nuclear power and SMR projects. To date, the Company has established formal business connections with several core entities in the nuclear power and SMR fields, laying a solid market foundation for the commercialization of its new business portfolio and the delivery of on-demand services to clients.

Backed by its strategic partnership ecosystem and end-to-end service capabilities, SAIHEAT's nuclear energy business now covers all application scenarios of SMR and large nuclear power plants, with a clear focus on providing software agency and customized design consulting services across six core business segments to deliver targeted integrated solutions for nuclear energy design:

  1. Full-process technical services for reactor physics and nuclear design, providing core technical support for the R&D and design of large Light Water Reactor (LWR) nuclear power and SMR reactor types;
  2. Professional consulting services for reactor thermal-hydraulic analysis and thermal safety, supporting the safe and stable operation of thermal systems in nuclear facilities through data-driven and scenario-based analysis;
  3. Comprehensive nuclear safety analysis services, with a key focus on containment accident risk analysis and other critical links related to nuclear facility safety assessment;
  4. Specialized technical services for Probabilistic Safety Assessment (PSA), building a full-life cycle safety evaluation system for nuclear facilities to meet industry regulatory and operational requirements;
  5. Software agency and technical consulting for nuclear power plant system simulation and full-spectrum simulators, providing technical support for nuclear power plant operation optimization and professional personnel training, as well as for educational purposes; and
  6. Radiation protection and shielding analysis, covering core technical needs of radiation safety in nuclear projects.

This upgrade of SAIHEAT's nuclear energy business marks a strategic pivot to advance its footprint in clean energy and scale up value-added supporting services for high-end equipment manufacturing in the nuclear sector. SAIHEAT is targeting market leadership as an integrated supplier of nuclear energy design software, with a focused commitment to enhancing our core technical capabilities and service delivery systems. The Company's long-term objective is to build a full-stack service capability as a professional provider of integrated design solutions for nuclear power and SMR projects, delivering end-to-end software and technical consulting services tailored to the industry's practical operational needs. Looking ahead, anchored by this refined business positioning, SAIHEAT will expand its service coverage across the nuclear energy design value chain, leverage its strategic partnership ecosystem and proven integrated service expertise to deliver customized, end-to-end software and technical consulting solutions to large LWR and SMR clients, and drive the safe, efficient and intelligent advancement of the nuclear energy industry through actionable, solution-oriented services.

About SAIHEAT

SAIHEAT (NASDAQ: SAIH) is a global distributed computing power operator. By leveraging a modular computing power system, SAIHEAT helps energy owners address the issues of local energy consumption and efficient resource utilization. Through its proprietary inference optimization technologies, SAIHEAT delivers high-quality, low-latency, and secure inference services, empowering users to deploy models into real-world applications faster in the AI era.

For more information on SAIHEAT, please visit: https://www.saiheat.com

Safe Harbor Statement

This press release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words "believe", "expect", "anticipate", "project", "targets", "optimistic", "confident that", "continue to", "predict", "intend", "aim", "will" or similar expressions are intended to identify forward-looking statements. All statements other than statements of historical fact are statements that may be deemed forward-looking statements. These forward-looking statements include, but are not limited to, statements concerning SAIHEAT's operations, financial performance, and condition are based on current expectations, beliefs and assumptions which are subject to change at any time. SAIHEAT cautions that these statements by their nature involve risks and uncertainties, and actual results may differ materially depending on a variety of important factors such as government and stock exchange regulations, competition, political, economic, and social conditions around the world including those discussed in SAIHEAT's Form 20-F under the headings "Risk Factors", "Results of Operations" and "Business Overview" and other reports filed with the Securities and Exchange Commission from time to time. All forward-looking statements are applicable only as of the date it is made and SAIHEAT specifically disclaims any obligation to maintain or update the forward-looking information, whether of the nature contained in this release or otherwise, in the future.

Media Contact:
pr@saiheat.com

Investor Relations Contact:
ir@saiheat.com

Cision View original content:https://www.prnewswire.com/news-releases/saiheat-upgrades-its-nuclear-energy-business-strategy-emerging-as-a-core-provider-of-integrated-design-software-solutions-for-large-lwr-and-smr-302735545.html

SOURCE SAIHEAT Limited

FAQ

What strategic change did SAIH announce on April 7, 2026?

SAIH announced a strategic pivot from SMR R&D to integrated nuclear design software and consulting services. According to the company, it now operates a dual-core model of Software Agency plus Reactor Design & Analysis Solution Consulting covering LWR and SMR application scenarios.

How will SAIH's new business model serve large LWR and SMR clients?

SAIH will provide end-to-end software agency and customized design consulting for nuclear projects. According to the company, services include reactor physics, thermal-hydraulics, safety analysis, PSA, full-spectrum simulation, and radiation shielding across the project lifecycle.

Does SAIH have partnerships or authorizations for nuclear design software applications?

Yes. SAIH reported formal strategic partnerships and full authorization to apply partner design software and provide technical consulting. According to the company, these partnerships form a closed-loop service system enabling licensed software deployment and consulting delivery.

What specific technical services does SAIH offer after the upgrade?

SAIH offers six core services: reactor physics, thermal-hydraulics, nuclear safety analysis, PSA, system simulation/simulators, and radiation shielding. According to the company, these services target both R&D and operational needs for LWR and SMR projects.

How does SAIH position its long-term objective in nuclear energy markets?

SAIH aims to become a market leader as an integrated supplier of nuclear design software and consulting services. According to the company, the long-term goal is a full-stack capability delivering customized, end-to-end solutions for large LWR and SMR clients.

What immediate market foundation did SAIH claim to establish with the upgrade?

SAIH said it has established formal business connections with core entities in nuclear power and SMR fields to support commercialization. According to the company, these relationships lay a market foundation for delivering on-demand integrated software and consulting services.