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Google Inks Deal With Nuclear Company As Data Center Power Demand Surges (cnbc.com)

(Monday October 14, 2024 @11:30PM (BeauHD) from the energy-demands dept.)


Google announced it will [1]purchase power from Kairos Power's small modular reactors (SMRs) to support its clean energy goals and data center demands. The company did not disclose the financial terms of the deal. CNBC reports:

> There are only three SMRs that are operating in the world, and none in the U.S. The hope is that SMRs are a more cost-effective way to scale up nuclear power. In the past, large, commercial-scale nuclear reactor projects have run over budget and behind schedule, and many hope SMRs won't suffer that same fate. But it is uncharted territory to some extent. Kairos Power, which is backed by the Department of Energy, was founded in 2016. In July, the company began construction on its Hermes Low-Power Demonstration Reactor in Oak Ridge, Tennessee. Rather than use water as the reactor coolant -- as is used in traditional nuclear reactors -- Kairos Power uses molten fluoride salt.

>

> Google said the first reactor will be online by 2030, with more reactors going live through 2035. In total, 500 megawatts will be added to the grid. That's much smaller than commercial reactors -- Unit 4 at Plant Vogtle, which came online this year, is 1.1 gigawatts, for example -- but there's a lot of momentum behind SMRs. Advocates point to lower costs, faster completion times, as well as location flexibility as reasons. Monday's announcement is another example of the growing partnership between tech companies and nuclear power. Data centers need 24/7 reliable power, and right now nuclear is the only source of emissions-free baseload power. Many hyperscalers have ambitious emissions-reduction targets, which is why they're turning to nuclear power.



[1] https://www.cnbc.com/2024/10/14/google-inks-deal-with-nuclear-company-as-data-center-power-demand-surges.html



Makes little sense, except for... (Score:2)

by Luckyo ( 1726890 )

The strange part is that a normal large power plant would make more sense for data centers. They want a lot of power, they want it cheap, and stable. There's really no need to scale it down.

I'm guessing they're trying to side step punitive regulation put in place by anti-nuclear activists with goal of preventing new nuclear power plants from being built. Which was quite successful across many Western nations.

Re:Makes little sense, except for... (Score:4, Insightful)

by thule ( 9041 )

Yup!

One of the impacts of regulation is that it changes. Building a large plant takes years and while it is being built regulations change. While the plant is still being built, the plant has to make changes to align with the new regulations. There is a long post on Medium or Substack about this. The article tries to nail down why the US is one of the most expensive places to build nuclear power. Changing regulations is a major cause.

If one could bang out a dozen modular reactors in the time it takes to build a single large one, it is a huge win.

Re: (Score:2)

by evanh ( 627108 )

It's an attempt at reassuring investors of continued growth while also saying they're being real about global warming.

Google are hedging their bets is all. After all, this AI thing is seriously wasteful on electricity. Worse than Bitcoin.

The reality is renewables are going to supersede SMRs for baseload capacity before they can be realised. Renewables will even push hydro offline in the end.

Re: Makes little sense, except for... (Score:1)

by sixminuteabs ( 1452973 )

Microsoft announced they were doing this last month. Google be like- if we donâ(TM)t announce that we need our own nuclear power plant we look like we are falling behind

Not Polywell? (Score:2)

by newcastlejon ( 1483695 )

I wonder what Bussard's [1]company [youtube.com] is up to these days.

[1] https://www.youtube.com/watch?v=FhL5VO2NStU

Hydro (Score:3)

by RossCWilliams ( 5513152 )

> nuclear is the only source of emissions-free baseload power

Hydro isn't emission-free baseload power?

> Bill Gates, Sam Altman and Jeff Bezos have all backed nuclear companies.

There is money to be made if it works. But a power purchase agreement, assuming that's what this is, doesn't guarantee it will ever produce any power. The larger issue with all these plants is who is responsible if anything goes wrong. With plants attached to the grid the ratepayers are responsible, but I doubt Google or Microsoft are taking on that liability here.

Re: (Score:3)

by Valgrus Thunderaxe ( 8769977 )

And geothermal, and tidal currents, and...

"...the first reactor will be online by 2030" (Score:1)

by Valgrus Thunderaxe ( 8769977 )

So, maybe 2045 at the earliest, and US $30+ billion over budget.

Let's face it, the US doesn't have the chops to actually build these things anymore.

Re: (Score:3)

by upuv ( 1201447 )

To get any sort of nuclear plant approved in the US is going to take a LOT longer than 5ish years. For the US SMR's are a new tech, so even less likely for speedy regulatory approval.

It's nice that they have more location options than traditional nuclear. So the option of placing these things in places people won't get overly offended may help the process.

The article does not state that they intend to deploy in the US. It actually reads as if they were being very careful about not mentioning this. So Go

Re: (Score:2)

by ZipNada ( 10152669 )

> The article does not state that they intend to deploy in the US

But other articles do.

"In a deal that marks the first corporate agreement to deploy multiple small modular reactors (SMRs) in the U.S"

[1]https://www.powermag.com/googl... [powermag.com]

[1] https://www.powermag.com/google-bets-big-on-nuclear-inks-deal-with-kairos-power-for-500-mw-smr-fleet-to-power-data-centers/

Re: (Score:2)

by Kernel Kurtz ( 182424 )

Ontario Power Generation in Canada hopes to have the first of 4 GE Vernova SMRs up and running in 2028.

[1]https://www.gevernova.com/nucl... [gevernova.com]

Site preparation has already begun, a process simplified by the fact they are being built on an already a licenced nuclear site.

[2]https://www.opg.com/projects-s... [opg.com]

I'm hopeful for the success of this project. OPG's ongoing refurbishment of their existing nuclear fleet has been quite well managed time and budget wise so far.

[1] https://www.gevernova.com/nuclear/carbon-free-power/bwrx-300-small-modular-reactor/bwrx-300-darlington-ontario

[2] https://www.opg.com/projects-services/projects/nuclear/smr/darlington-smr/

going nuclear (Score:2)

by awwshit ( 6214476 )

To slightly more accurately predict the next most likely word in a sentence.

Makes total sense.

Good luck (Score:2)

by ZipNada ( 10152669 )

Good luck to Kairos but they don't even have a pilot plant up and running. The NRC gave them a permit to build a 35-MWth “non-power” demonstration unit last year, and it is "anticipated" in 2027. And sure, if they ever do produce actual power, Google will probably buy some.

[1]https://www.powermag.com/googl... [powermag.com]

[1] https://www.powermag.com/google-bets-big-on-nuclear-inks-deal-with-kairos-power-for-500-mw-smr-fleet-to-power-data-centers/

Receiving +500 million, results in 2035 or so (Score:2)

by thesjaakspoiler ( 4782965 )

Sounds like a trustworthy investment just to piss off Bill Gates.

Perhaps the remembrance of these things will prove a source of future
pleasure.
-- Virgil