Google signs an deal to buy nuclear energy generated from multiple small modular reactors developed by US-based Kairos Power, targeting 500 MW by 2035
Startup Kairos Power plans to build small reactors to help supply electricity to the tech company's data centers, in a first-of-its-kind deal in the U.S.
Wall Street Journal Jennifer Hiller
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Discussion
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@jeffdean
Jeff Dean
on x
Today, @Google signed the world's first corporate agreement to purchase nuclear energy from a series of small modular reactors, to be developed by @KairosPower. Learn how this will help bring new 24x7 clean power to the US electricity system. ⬇️ https://blog.google/...
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@ar_douillard
Arthur Douillard
on x
Every frontier labs will have their own nuclear plants https://www.wsj.com/...
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@tednordhaus
Ted Nordhaus
on x
As @atrembath and I wrote last week, the AI electricity demand boom is game changing for nuclear and has larger implications for the future of low carbon electricity. Google's bet on Kairos also tells us a lot about the future of nuclear in the US. For a variety of logistical,
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@tednordhaus
Ted Nordhaus
on x
Huge move from @Google. It's one thing to reopen old plants, quite another to commit to new build of advanced non-LWR SMR. A big boost to the future of nuclear. https://www.wsj.com/...
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@dc_lawrence
David Lawrence
on x
Several people have expressed surprise that nuclear energy ranked as the second top priority for pro growth economists in the UK. This is why: companies like Google and Microsoft are already demanding round-the-clock energy supply for AI data centres. Wind, solar and storage are …
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@lukolejnik
Lukasz Olejnik
on x
Google has ordered 7 small modular nuclear reactors (SMRs) from Kairos Power. 500 MW, clean, 24/7 energy. For energy-intensive data centres. The first technology company to announce such a move. Technology companies will have their own power plants. https://blog.google/...
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@mattzeitlin
Matthew Zeitlin
on x
here's an SMR developer with a PSA in hand from a hyperscaler, expected deployment in 2030 through 2035 https://blog.google/...
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@sundarpichai
Sundar Pichai
on x
Today we signed a pioneering agreement to purchase clean energy in the US from @KairosPower, a leader in building small modular nuclear reactors. It's the latest step in our history of accelerating clean energy sources and will help support AI investments. https://blog.google/...
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@tsarnick
@tsarnick
on x
Google have signed a deal to build 7 nuclear reactors to provide 500MW of power for their AI data centers, coming online in 2030-35 [image]
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@angelicaoung
Angelica
on x
Incredibly based! Kairos Power and other TRISO-based reactors have inherent strengths and weaknesses. The weakness: TRISO is expensive and a PITA to make. The strength: when it actually comes to making the reactor, TRISO takes care of so many problems. Google wants speed over
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@quendergeer
@quendergeer
on x
i fucking told you bro i told you nuclear wasn't a magic bullet https://www.theguardian.com/ ...
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@erikbryn
Erik Brynjolfsson
on x
it's happening: Google is now building a series of small modular nuclear reactors to help power their data centers as they scale up AI. “The initial phase of work is intended to bring Kairos Power's first SMR online quickly and safely by 2030, followed by additional reactor
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@google
@google
on x
As part of our commitment to clean energy, we're signing the world's first corporate agreement to purchase nuclear energy from multiple small modular reactors to be developed by @KairosPower. Learn more → https://blog.google/... [video]
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@tylerhnorris
Tyler Norris
on x
There will be justifiable excitement re: Google's announcement w/ Kairos, and until more is known, caution is also justified. How definitive is PPA? What are exit terms? Who bears cost overrun risk? How realistic is timeline? Many unknowns, but hopefully more intel to come. [imag…
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@andrewcurran_
Andrew Curran
on x
Google is ordering multiple SMR's from Kairos Power, and in doing so has become the first tech company to commission *new* nuclear reactors for its datacenters. Kairos will ‘develop, construct, and operate a series of advanced reactor plants’ and then sell the power to Google. [i…
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@pitdesi
Sheel Mohnot
on x
Google is backing the construction of 7 new nuclear reactors from Kairos Power, a bay-area nuclear startup 500MW of power (enough to power a mid-sized city) starting to go live in 2030. 20% of power in the US comes from nuclear, big tech has been a force driving it fwd [image]
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@jessejenkins
Jesse D. Jenkins
on x
@Google continues to use its purchasing power to create early market pull to help commercialize advanced clean firm power technologies. Google has agreed to buy 500 MW from @KairosPower, helping Kairos finance not just their first demo but the first 6-8 reactors. This follows
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@bgurley
Bill Gurley
on x
Tyler is correct to have a tempered view. A PPA doesn't leverage Google's vast balance sheet. W/ NVIDIA GPUs, Google pays capex for the equipment. Here, the capex requirement is on the startup (with a much higher COC), & startup holds all the technology & performance risk. Same
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@kairospower
@kairospower
on x
BREAKING: Kairos Power and @Google have signed a Master Plant Development Agreement, creating a path to deploy a U.S. fleet of advanced nuclear power projects totaling 500 MW by 2035. Read the announcement: https://kairospower.com/... [image]
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Google turns to nuclear to power AI data centres