Google Partners with Elementl Power to Advance Small Modular Nuclear Reactors

Google has entered a strategic partnership with Elementl Power to develop three advanced nuclear reactor sites, each designed to generate at least 600 megawatts of electricity. This initiative aligns with Google's ambitious plan to invest $75 billion in expanding its data center capacity this year, driven by the soaring energy demands of its artificial intelligence operations.

Elementl Power, a relatively new player in the nuclear energy sector backed by Energy Impact Partners, is adopting a technology-agnostic approach to select the most suitable small modular reactor (SMR) technology for these projects. SMRs are gaining traction due to their smaller size, potential for mass manufacturing, and ability to provide reliable 24/7 power close to data centers, making them an attractive option for tech companies seeking sustainable energy solutions.

While no SMRs have been constructed outside China yet, several startups like Kairos Power, Oklo, and X-Energy are actively developing these technologies. Kairos Power, which already has a partnership with Google, plans to build a demonstration plant producing 50 megawatts, with commercial plants eventually reaching 150 megawatts. These reactors, though smaller than traditional nuclear plants like the 1.1-gigawatt Vogtle Unit 4 in Georgia, offer flexibility and scalability that suit the needs of modern data centers.

The collaboration also includes provisions for grid connectivity with options for commercial off-take, allowing Google to purchase power directly from these nuclear sites. This direct sourcing of clean energy supports Google's sustainability goals and addresses the increasing power requirements of AI-driven technologies.

Despite the promise, the SMR industry faces challenges, including high development costs and regulatory hurdles. For example, NuScale's recent project experienced setbacks due to cost overruns and contract cancellations. However, the growing interest from tech giants like Google signals a strong market push toward innovative nuclear solutions as part of a diversified, low-carbon energy portfolio.

The Broader Significance of SMRs for Tech Infrastructure

Small modular reactors represent a transformative opportunity for the technology sector, especially companies operating large-scale data centers with massive energy needs. Their modular design enables faster construction, reduced upfront capital, and the possibility of siting reactors closer to consumption points, minimizing transmission losses and enhancing grid resilience.

For Google, integrating SMRs into its energy mix not only supports its AI-driven growth but also advances its commitment to carbon neutrality. This partnership with Elementl Power exemplifies how tech companies can lead the transition toward sustainable, reliable energy sources that meet future demands.

As the nuclear industry evolves, collaborations like this will be critical in overcoming technical and economic barriers, accelerating the deployment of SMRs, and shaping the future of clean energy in the digital age.