Google Invests in 1.8 GW of Advanced Nuclear Power

Google Powers AI with 1.8 GW Nuclear Energy Investment

Google is partnering with nuclear site developer Elementl Power to develop advanced nuclear reactors at three sites. This significant investment aims to meet the increasing energy demands of Google's data centers, fueled by the company's growing AI ambitions.

Google plans to add at least 600 megawatts of generating capacity at each site, totaling 1.8 gigawatts. The reactors will connect to the power grid, with the option for Google to directly purchase the generated electricity.

Elementl Power's Technology-Agnostic Approach

Elementl Power, backed by Energy Impact Partners, is adopting a technology-agnostic approach. This means the company hasn't yet selected a specific small modular reactor (SMR) provider. However, given a prior agreement, Kairos Power is a potential frontrunner.

While Kairos Power's demo plant is designed to generate 50 megawatts, their commercial plants aim to produce 150 megawatts using two reactors. SMRs typically have a maximum capacity of around 300 megawatts, significantly smaller than traditional nuclear power plants.

Silicon Valley's Embrace of SMRs

Silicon Valley has shown increasing interest in SMRs. Startups are entering the market, promising reduced costs through mass manufacturing. The potential for 24/7 power located near data centers has led to deals with SMR startups like Oklo, X-Energy, and Kairos Power.

However, SMR deployment outside of China remains a challenge. NuScale, a leading SMR developer, faced setbacks in 2023 when a utility partner canceled a project due to escalating costs.

This partnership underscores Google's commitment to securing sustainable energy sources for its expanding AI infrastructure. The project will contribute significantly to Google's goal of powering its operations with carbon-free energy.