What long‑term national security signals mean for infrastructure

By: Atlas Chief Growth Officer Harshal Desai

As we mark Infrastructure Week (May 18–22), it is worth stepping back and asking what the country’s own strategic documents are telling us about where infrastructure is headed.

The White House’s , released last November, names priorities that read less like a traditional defense strategy and more like an infrastructure and industrial policy mandate: “Energy Dominance,” “Reindustrialization,” “Reviving our Defense Industrial Base” and “Securing Access to Critical Supply Chains and Materials.” For those of us in the Architecture, Engineering and Construction (AEC) industry, that language is a signal worth paying attention to.

This blog explores how the latest National Security Strategy reinforces that reality, why it matters now and how Atlas is positioned to help clients plan, deliver and operate advanced facilities, data centers and other complex, mission‑critical infrastructure.

Reading the Strategy as a Market Signal

Every administration publishes a National Security Strategy. Most are read through a policy lens and filed away. This one deserves a second look — because it functions less as a defense document and more as a signal of where long-term infrastructure demand, capital and execution expectations are converging.

The strategy directly ties national security to America’s ability to build and operate physical infrastructure — energy systems, manufacturing capacity, supply chains and technology facilities. These are not abstract policy goals. They are a practical description of what the country needs to build, and they map almost directly to the work the AEC industry does every day.

What makes this moment different is that the rhetoric is being backed by action.

Since the strategy’s release, the administration has moved beyond rhetoric. In April 2026, the White House invoked the Defense Production Act across five energy sectors — designating the full fossil fuel and grid supply chain as defense-critical and unlocking DOE loans, guarantees and purchase commitments for domestic energy infrastructure. Executive orders have targeted accelerated data center permitting on federal lands, streamlined nuclear reactor licensing with 18-month approval timelines and critical minerals trade actions. Meanwhile, private capital is moving at an unprecedented pace: the top five U.S. hyperscalers are projected to spend a collective $720 billion in capex in 2026, with roughly 75% directed at AI infrastructure. Data center construction starts alone are tracking $88 billion in the next six months. The signal is not just strategic — it is backed by capital and policy mechanisms already in motion.

Why This Matters to the AEC Industry

For the AEC industry, this is not a policy abstraction. It is a description of the projects already moving through our pipelines — grid hardening, domestic manufacturing buildouts, data center campuses, energy generation and supply-chain facilities.

Over the past several years, there has been sustained emphasis on reshoring manufacturing, modernizing power systems, expanding data and digital infrastructure and strengthening supply chains. These priorities reflect long-term changes in how energy, manufacturing, data and supply-chain systems are planned, funded and delivered — reinforced by private capital, public investment and an increased focus on reliability and resilience.

The bar is rising. Speed, reliability, scale and the ability to deliver consistently across complex, mission-critical programs are what clients are selecting for — often ahead of lowest cost.

Atlas’ Position in This Environment

From Atlas’ perspective, these signals reflect a direction the firm has been intentionally building toward for years. Strategic diversification into power, advanced manufacturing and data center facilities has positioned Atlas ahead of the curve — not simply following market trends but anticipating the convergence of economic capability and national security priorities.

That positioning is translating into tangible results today. Recent work in power and nuclear environments, a growing role in AI‑driven data center development and experience delivering infrastructure in complex, high‑reliability settings align directly with the needs this environment is generating. Nuclear energy — particularly advanced reactors and small modular reactors (SMRs) — is a growing part of this picture, with federal policy now pushing to streamline licensing and accelerate deployment. One example is Atlas’ involvement as part of a nuclear project’s early development, where Atlas supported critical geotechnical investigation, on-site testing and advanced surveying services — informing site design, infrastructure placement and regulatory approvals for a facility designed to deliver reliable, long-term power capacity.��

Atlas has also recently secured work supporting a large, nationally scaled data center platform — programs that demand rapid mobilization, consistent execution across regions and reliable delivery in mission-critical environments.

Beyond these core platforms, Atlas is also active in defense modernization — areas where security spending and infrastructure delivery are converging in real time.

Looking Ahead

The signal from Washington and the capital markets is the same: the country needs to build, and it needs to build fast, at scale and with a level of reliability that many programs have not historically required.

At Atlas, the focus is on helping clients translate long-term trends into executable solutions — supporting infrastructure across power, advanced manufacturing, data and mission-critical systems that are resilient, adaptable and aligned with where capital and policy are converging.

When this infrastructure gets built well, the benefits extend beyond the project itself — economic opportunity, jobs, reliability and long-term stability for the communities that depend on it. That’s the work Atlas is focused on.

Hillary Hagen-Peter is a Senior Engineering Geologist at Atlas, currently working on Oklo Inc.’s Aurora powerhouse project at Idaho National Laboratory near Idaho Falls. As fieldwork lead and now project manager, Hillary is helping assess and prepare this Aurora powerhouse site, which supports advanced reactor technology designed to deliver low to near‑zero emission energy. Hillary explains how geoscience bridges the environmental challenges of past energy practices with the sustainable, low‑carbon solutions needed for the future.

“I am deeply passionate about my work on the Oklo Aurora powerhouse project and other advanced nuclear initiatives that are opening doors to a cleaner energy future. With today’s��ability to recycle and reuse spent fuel through advanced nuclear technologies, I see this work as a vital bridge between the environmental impacts of past energy practices and the sustainable, low‑carbon solutions we need moving forward.” –Hillary Hagen-Peter

My path into geology began long before my professional career. I was inspired by my older brother, whose undergraduate and graduate fieldwork took him from Mongolia and Italy all the way to Antarctica. Hearing his stories about working in remote, rugged places sparked my curiosity about a field that blends science, exploration and global travel. I signed up for an introductory geology course soon after and was immediately hooked. The combination of fieldwork, problem‑solving and understanding how the Earth shapes our infrastructure and communities set me on the path I’m on today.

So far, my work as a geologist has taken me across the Pacific Northwest, where I’ve led complex geotechnical and geohazard evaluation programs for nuclear and technology infrastructure projects throughout the United States and Canada. Whether hiking through steep terrain, flying by helicopter to remote sites or working in extreme weather, including temperatures dropping to –40°F (the rare point where Fahrenheit and Celsius finally agree), each location brings its own challenges and a distinct set of potential geohazards.

At Atlas, I’ve managed large scale geotechnical programs involving comprehensive hazard assessments. One of the most meaningful has been leading geotechnical work for the Oklo Aurora powerhouse project at the Idaho National Laboratory in Idaho Falls. This project is advancing a more resilient and sustainable energy future, and I’m proud to contribute to efforts that support the broader transition to clean, reliable nuclear energy.

On this project, I started out as a Fieldwork Lead for subsurface drilling and geophysical investigations before moving into full project management, overseeing drilling operations, laboratory testing and final reporting, all in compliance with the American Society of Mechanical Engineers Nuclear Quality Assurance (ASME NQA1) requirements. This work is meticulous and often challenging, but it is foundational to building safe, sustainable infrastructure.

Through both my studies and field experience, I have seen how geoscience directly shapes the success of advanced nuclear projects, helping see that innovative clean‑energy technologies are built on safe and resilient ground. From evaluating hazards such as flooding, expansive and collapsible soils, landslides, faulting, seismicity and volcanic activity, to leading subsurface drilling and geophysical investigations, geoscientists provide the critical data that informs design, safety and long‑term performance.

I’m especially inspired by the nuclear sector’s ability to recycle and reuse spent fuel through advanced nuclear technologies. This capability represents a vital bridge: connecting the environmental impacts of past energy practices with the low‑carbon solutions we need moving forward. When paired with renewable sources like solar and wind, advanced nuclear energy becomes part of a resilient, diversified path toward achieving the United Nation’s global goal of net‑zero carbon emissions by 2050.

Across all of these efforts, I am reminded that sustainable energy isn’t just a technological challenge; it’s a geotechnical one. The future we build must stand on solid ground, and I’m proud to help ensure that the next generation of clean‑energy infrastructure is resilient, responsible and built to support communities for decades to come.

Engineering for Impact: Leadership, Innovation and the Future of Infrastructure

Atlas’ Sector Lead & Director of Operations – New York & New Jersey, Angel Cambero, P.E., MSI shares how his parents inspired him to become an engineer and how he finds meaning in serving his community through his engineering profession.

For me, engineering has always been more than a profession—it’s a legacy. Growing up with two civil-engineer parents, I learned early how ideas on paper become real structures that shape people’s daily lives. That exposure gave me a deep respect for the discipline and ultimately guided me toward a career where creativity, logic and community impact intersect.

Today, in my role leading operations across the New York and New Jersey regions at Atlas, I still approach challenges the way I did as a young engineer: with curiosity, precision and a commitment to quality. While my focus now spans strategy, financial performance and team leadership, the engineer in me remains central. A technical mindset enables better decisions, supports our project teams and ensures that quality isn’t a goal—it’s a standard.

One of the most meaningful projects I’ve led is our work at the South Brooklyn Marine Terminal. This project is part of a multi‑billion-dollar investment in renewable energy and represents exactly where the industry is headed. Our team oversaw the special inspections and materials testing across a 73‑acre offshore wind hub, ensuring structural integrity and safety for infrastructure that will power New York’s clean energy future. It was a reminder that engineering isn’t just about building structures; it’s about building progress.

Technology is accelerating that progress at an unprecedented pace. Tasks that once required days of manual calculations can now be completed in minutes from a mobile device. Digital reporting, real‑time data tools and advanced testing equipment are transforming how we deliver projects, enabling greater accuracy and faster, more informed decision‑making. As these tools evolve, engineers will spend less time processing information and more time interpreting it—shaping outcomes instead of reacting to them.

Yet despite the rapid pace of innovation, the fundamentals remain unchanged. Field experience, humility and collaboration continue to define exceptional engineers. My advice to aspiring engineers is simple: stay curious, ask questions and embrace every opportunity to learn. The field will teach you as much as the classroom ever will, and each role—no matter how small—gives you a new lens through which to understand the built world.

At Atlas, engineers play a vital role in ensuring public safety and the resilience of our infrastructure. Whether through inspections, materials testing or technical guidance, our work directly affects the communities we serve. That responsibility is both grounding and motivating. It reminds us that engineering will always matter, no matter how much technology evolves.

A century ago, the challenges were different, but the mission was the same: build safely, wisely and for the future. This Engineers Week, I’m proud of the work Atlas is doing to help transform the future and enable our communities to flourish and thrive. As we look ahead, I’m excited to help shape what the next century of engineering will look like—and to support the next generation of engineers who will carry that mission forward.

With more than two decades of experience in the nuclear industry, Robinson will lead Atlas’ Nuclear business, advancing safe and sustainable clean nuclear solutions.

Denver, Colorado, December 22, 2025 — Atlas Technical Consultants (Atlas), a leading infrastructure and environmental solutions provider, has announced Chris Robinson as Director of Nuclear Services. Robinson will be based in the firm’s Idaho Falls office, where Atlas has supported the Idaho National Laboratory (INL) for years, most recently helping with the Oklo Aurora powerhouse project, as well as the U.S. Department of Energy’s long-term cleanup mission at the INL and the Spent Fuel Handling project, among others key projects.

Robinson has held a variety of management roles in the nuclear sector and is known for driving innovation, optimizing reliability and lifecycle cost and fostering collaboration with utilities, vendors and government stakeholders.

Before joining Atlas, Robinson founded a nuclear consulting firm, advising global clientele on the development, licensing and strategic planning of new nuclear and nuclear fuel cycle projects. During this time, he provided guidance on advanced nuclear reactor technologies, regulatory compliance and project feasibility. His focus was in supporting the potential expansion of nuclear power in the Nordic nations, and he advised on Poland’s first nuclear projects.

“Atlas has been a trusted partner in the nuclear industry for years, delivering excellence through every phase of a nuclear project’s lifecycle. We are excited to have Chris Robinson leading Atlas’ nuclear business and growing Atlas’ nuclear service capabilities in Idaho and across the country,” says Tom Price, Atlas President of Infrastructure.

Prior to launching his firm, Robinson held various positions at GE Vernova, most recently serving as an Engineering Director on the Steam Power team, where he led a globally matrixed team of engineers responsible for refurbishment and retrofit projects for installed-base nuclear customers. In this role, Robinson provided 24/7 customer support, drove innovation to enhance reliability and introduced ISO strategies to streamline operations. Additionally, he oversaw all nuclear engineering and quality aspects for a $5 billion project pipeline and was recognized for his outstanding contribution on commissioning an advanced steam turbine generator controls retrofit during a provincial grid emergency.

Atlas brings expertise in Nuclear Quality Assurance, and excellence in construction materials testing to support nuclear rules, codes and standards, as well as accredited quality management systems. The company’s comprehensive nuclear service program supports the design, development, construction, maintenance and modernization of nuclear assets—helping facilities operate with confidence.

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About Atlas Technical Consultants

Atlas provides professional testing, inspection, engineering, consulting and quality management services from more than 100 locations nationwide. With a talent base of 3,500 and $685 million in revenue, we deliver infrastructure and environmental solutions to public- and private-sector clients. To learn more about Atlas, visit  and follow us on  ��  �� .

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