GOOGLE TURNS TO NUCLEAR ENERGY

Alphabet’s Google is plugging into nuclear power for its artificial intelligence (AI) operations. The tech giant inked a deal with Kairos Power to purchase electricity from small modular reactors (SMRs).

  • The plan: Bring the first SMR online by 2030, with more to follow through 2035.
  • The bigger picture: This move highlights the surging energy demands of AI, with U.S. data center power consumption projected to triple between 2023 and 2030.

In a deal that marks the first corporate agreement to deploy multiple small modular reactors (SMRs) in the U.S., Kairos Power, and Google have signed a Master Plant Development Agreement to facilitate the development of a 500-MW fleet of molten salt nuclear reactors by 2035 to power Google’s data centers.

Momentum for a nuclear revival driven by data center power demand is already beginning to crop up. As POWER reported earlier this month, Microsoft and Constellation Energy committed $1.6 billion to restart the Unit 1 reactor of the shuttered Three Mile Island in Pennsylvania by 2028. The facility, known as the Crane Clean Energy Center, could supply Microsoft’s AI-driven data centers for at least 20 years. Amazon Web Services, similarly, last year bought a 960-MW data center campus powered by the 2,500-MW Susquehanna nuclear plant.

Also, the Strategic Capabilities Office of the US Department of Defense (DOD) has selected BWXT Advanced Technologies and X-energy LLC to develop a final design for a prototype mobile microreactor under the Project Pele initiative. The two teams have been selected through a preliminary design competition which began in April 2019. Three companies – BWX Technologies, Westinghouse Government Services, and X-energy – were selected last year to begin preliminary design work for a prototype reactor. One of the remaining two companies may be selected to build and demonstrate a prototype after a final design review early next year, and the completion of an environmental analysis under the US National Environmental Protection Act, DOD said.

Australia has realized the need for nuclear submarines, so we are committed to nuclear energy and need to develop expertise with small nuclear reactors. We have also had a nuclear reactor in Sydney since the 1950s without incident. Hence, it makes good business sense to bring nuclear energy into our energy mix as well.

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