Google Signs Landmark Deal to Develop 1.8 GW of Advanced Nuclear Power
Google’s quest to meet its rising energy demands, driven by its rapidly expanding AI projects, has led to a major collaboration with Elementl Power. This deal focuses on developing advanced nuclear reactors at three separate sites, ensuring Google has a reliable and sustainable energy supply for its data centers. With a planned investment of $75 billion this year alone in data center infrastructure, this nuclear partnership aims to provide Google with at least 600 megawatts of generating capacity per site.
For those curious about the future of energy production, advanced nuclear power is gaining traction as a viable solution for tech giants like Google. The use of small modular reactors (SMRs), which promise cleaner, more efficient energy generation, is becoming increasingly popular. These reactors are smaller than traditional plants but are capable of producing significant amounts of electricity, making them ideal for use near high-demand sites like data centers.
The new nuclear initiative comes at a time when tech companies are aggressively securing energy sources. Google's energy needs, particularly for AI applications, continue to rise exponentially, and this partnership aims to directly address that demand by incorporating renewable and reliable nuclear power. Elementl Power, which has kept a low profile until now, is bringing experience from the nuclear sector to this partnership, although it has yet to develop any reactors.
While the details of which specific SMR technology will be used remain up in the air, a strong contender is Kairos Power, whose existing relationship with Google places it as a likely candidate for the project. Kairos' demo plant is set to generate 50 megawatts, with the potential for a larger commercial plant producing up to 150 megawatts.
Despite the excitement surrounding SMRs, it’s important to note that no SMR has been completed outside of China as of 2025. One promising startup, NuScale, faced a setback when its utility partner canceled its contract due to a significant increase in costs. However, with the backing of companies like Elementl Power and Google’s heavy investment, the development of SMRs could soon become a major player in the global energy landscape.
Silicon Valley’s interest in SMRs underscores their potential to revolutionize energy production. By offering reliable, 24/7 energy, SMRs can be located near critical infrastructure, such as data centers, reducing transmission costs and increasing energy efficiency. Google’s decision to partner with Elementl Power signals a bold step toward securing a sustainable energy future, one that aligns with its environmental goals while meeting the massive power demands of modern technology
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