THREE MILE ISLAND REDUX

Google signs nuclear power deal with startup Kairos


By AFP
October 15, 2024

Google and Kairos have yet to determine how many of the small nuclear reactors being built to meet the AI energy demand will be located near the tech giant's facilities - Copyright AFP Aamir QURESHI

Glenn CHAPMAN

Google on Monday signed a deal to get electricity from small nuclear reactors to help power artificial intelligence.

The agreement to buy energy from reactors built by Kairos Power came just weeks after word that Three Mile Island, the site of America’s worst nuclear accident, will restart operations to provide energy to Microsoft.

“We believe that nuclear energy has a critical role to play in supporting our clean growth and helping to deliver on the progress of AI,” Google senior director of energy and climate said during a briefing.

“The grid needs these kinds of clean, reliable sources of energy that can support the build out of these technologies.”

No financial details were disclosed.

– Insatiable AI –

Tech giants like Microsoft, Amazon, and Google are rapidly expanding their data center capabilities to meet the AI revolution’s computing needs while also scouring the globe for sources of electricity.

The first of a series of small modular reactors (SMRs) developed by Kairos as a result of its deal with Google is projected to be online by the end of this decade, according to the companies.

Additional small reactors are expected to go online through 2035, generating a combined total of 500 megawatts of power.

SMRs are more compact and potentially easier to deploy — with big investments by Microsoft founder Bill Gates in the sector.

However, the technology is still in its infancy and lacks regulatory approval, leading companies to seek out existing nuclear power options.

“We view this as a really significant partnership,” Kairos co-founder and chief executive Mike Laufer said in the briefing.

The agreement allows SMR technology “to mature and learn along the way,” Laufer added.

The grid needs new, clean, electricity sources to support AI as its capabilities and uses accelerate, Terrell said, saying nuclear power is part of a campaign by the tech giant to have abundant carbon-free energy available around the clock.

“This is an incredibly promising bet,” Terrell said of the deal.

“If we can get these projects to scale and then scale globally, it will deliver enormous benefits to communities and power grids around the world.”

– Is it safe? –

Seen as a more consistent source of power than solar and wind, many tech companies are betting on nuclear energy’s rapid development to meet AI’s electricity demands.

Microsoft use of Three Mile Island’s nuclear energy will bolster a power grid covering 13 states.

This area faces severe strain from data centers’ massive energy consumption, raising concerns about grid stability as AI demands increase.

Amazon’s AWS agreed in March to invest $650 million in a data center campus powered by another Pennsylvania nuclear plant.

Nuclear energy has staunch opponents due to concerns about radioactive waste disposal, the potential for catastrophic accidents, and the high costs associated with plant construction and decommissioning.

The 1979 partial meltdown of Unit 2 at Three Mile Island caused panic in the United States and brought the expansion of nuclear energy to a standstill.

The Nuclear Regulatory Commission deemed it the “most serious accident in US commercial nuclear power plant operating history,” though it noted no detectable health effects on workers or the public from the small radioactive releases.

Google and Kairos Power team up for SMR deployments

Tuesday, 15 October 2024

Google has agreed to purchase energy from small modular reactors under a deal that will support the first commercial deployment of Kairos Power's reactor by 2030 and a fleet totalling 500 MW of capacity by 2035.

(Image: Kairos)

The Master Plant Development Agreement signed by the two companies will see Kairos Power develop, construct, and operate a series of advanced reactor plants and sell energy, ancillary services, and environmental attributes to Google under power purchase agreements (PPAs). Plants will be sited in "relevant service territories to supply clean electricity to Google data centres", with the first deployment by 2030 to support Google’s 24/7 carbon-free energy and net zero goals.

This the first corporate agreement for multiple deployments of a single advanced reactor design in the USA, the companies said.

Kairos has adopted a rapid iterative development approach and vertical integration strategy to bring its fluoride salt-cooled high-temperature reactor technology to market. Site work and excavation for a low-power demonstration reactor version, Hermes, began at Oak Ridge, Tennessee, earlier this year after the US Nuclear Regulatory Commission (NRC) issued a construction permit in 2023, targeted to be operational by 2027. The NRC has also completed the final environmental assessment for the construction of the next iteration - the two-unit power-producing Hermes 2 plant - which is also planned to be built at Oak Ridge.

Kairos said the innovative, multi-plant agreement with Google will support technology development by extending Kairos Power’s iterative demonstration strategy through its first commercial deployments: "Building on progress from the early iterations, each new plant will enable continued learning and optimisation to support accelerated commercialisation. Along the way, milestone-based accountability baked into the agreement will establish confidence in Kairos Power's ability to deliver throughout the long-term partnership."

"Our partnership with Google will enable Kairos Power to quickly advance down the learning curve as we drive toward cost and schedule certainty for our commercial product," Mike Laufer, Kairos Power CEO and co-founder, said. "By coming alongside in the development phase, Google is more than just a customer. They are a partner who deeply understands our innovative approach and the potential it can deliver."

Google is aiming to achieve net-zero emissions across all of its operations and value chain by 2030. Earlier this year, Google - together with Microsoft and steel manufacturer Nucor - announced plans to develop new business models and aggregate their demand for advanced clean electricity technologies, including advanced nuclear, and issued a Request for Information to identify specific projects to engage with.

The additional generation that will be developed under the multi-plant agreement with Kairos will complement its existing use of variable renewables while helping it to reach its 24/7 carbon-free energy and net zero goals, the company said.

"This landmark announcement will accelerate the transition to clean energy as Google and Kairos Power look to add 500 MW of new 24/7 carbon-free power to US electricity grids," Google Senior Director of Energy and Climate Michael Terrell said. "This agreement is a key part of our effort to commercialise and scale the advanced energy technologies we need to reach our net zero and 24/7 carbon-free energy goals and ensure that more communities benefit from clean and affordable power in the future."

Google pioneered the first corporate purchase agreements for renewable electricity more than a decade ago, and since then has played a pivotal role in accelerating clean energy solutions, Terrell said in a blog post. The agreement with Kairos is important because the grid needs new sources of electricity to support AI technologies, and nuclear can help meet those demands reliably with carbon-free energy every hour of every day, he added.

"By procuring electricity from multiple reactors … we will help accelerate the repeated reactor deployments that are needed to lower costs and bring Kairos Power’s technology to market more quickly. This is an important part of our approach to scale the benefits of advanced technologies to more people and communities, and builds on our previous efforts," he said.

"We'll continue working to accelerate a diverse portfolio of advanced clean electricity technologies and bring new 24/7 clean, affordable energy onto every grid where we operate."

Molten salt reactors
 

Molten salt reactors - or MSRs - use molten fluoride salts as primary coolant, at low pressure. Some designs - like Kairos Power's KP-FHR - use solid fuel, while others use fuel salts, in which the nuclear fuel is dissolved in the coolant.

The KP-FHR will use fully ceramic TRISO (tri-structural isotropic) pebble-type fuel. The Hermes and Hermes 2 demonstration plants will feature units with a thermal capacity of 35 MW each. The two 35 MWt units at Hermes 2 are intended to a power a common turbine generator set to produce about 20 MW electric (MWe).

Kairos envisages its commercial KP-FHR offering as dual unit plants, with two 75 MWe units for a total of 150 MWe of power output.

MSRs are one of the four main types of SMR that are currently being developed. SMRs are broadly defined as nuclear reactors with a capacity of up to 300 MWe equivalent, designed with modular technology using module factory fabrication, pursuing economies of series production and short construction times.