Google commits to buying power generated by nuclear-energy startup Kairos Power

Based on the headline I thought that this was an enormous capital commitment for an enormous generating capacity, but the deal is with a company called Kairos that is developing small modular reactors with 75 megawatts of electrical output each [1]. 7 reactors of this type, collectively, would supply 525 megawatts (less than half of a typical new commercial power reactor like the AP1000, HPR1000, EPR, or APR1400).

Kairos is in a pretty early stage. They started building a test reactor this summer, scheduled for completion by 2027:

https://www.energy.gov/ne/articles/kairos-power-starts-const...

EDIT: Statement from the official Google announcement linked by xnx below [2]:

Today, we’re building on these efforts by signing the world’s first corporate agreement to purchase nuclear energy from multiple small modular reactors (SMRs) to be developed by Kairos Power. The initial phase of work is intended to bring Kairos Power’s first SMR online quickly and safely by 2030, followed by additional reactor deployments through 2035. Overall, this deal will enable up to 500 MW of new 24/7 carbon-free power to U.S. electricity grids and help more communities benefit from clean and affordable nuclear power.

[1] https://kairospower.com/technology/

[2] https://news.ycombinator.com/item?id=41841108

Yeah I’m not going to lie, that’s quite disappointing. Google funding several AP1000’s would be huge.

seeing how 2GW of nuclear cost $34B in Georgia, why would Google waste $120B when they can get the same output for at most half the price (and realistically more like 1/10th) using renewables and batteries? and they’d have results in 2 years instead of 2 decades.

edit: to be clear, 1GW of wind or solar is $1B. Build 3GW for overcapacity and you’re still at just 17% of the cost of 1GW of nuclear, and you technically have 3x more capacity. Now figure out how many megapacks you can buy for the $14B/GW you saved https://www.tesla.com/megapack/design (answer: 16GW/68GWh)

That is seemingly such an absurdly high number to get a nuclear planet up and running.

Is the majority of that cost dealing with regulatory and legal nonsense that stems from the anti-nuclear hippy groups and laws they got passed in the 60s and 70s?

> Is that majority of that cost dealing with regulatory and legal nonsense that stems from the anti-nuclear hippy groups and laws they got passed in the 60s and 70s?

One part this, two parts the economics of a novel technology platform being deployed in a large size, three parts American labor costs and inexperience with megaprojects.

Similar to why we can't build ships [1]: high input costs, notably materials and labour, and a coddled industry that is internationally uncompetitive. With ships, it's the Jones Act and shipyard protectionism; with civilian nukes, it's misguided greenies. (Would note that we're perfectly capable of nuclear production if it happens under the military.)

[1] https://open.substack.com/pub/constructionphysics/p/why-cant...

Nuclear is still much more expensive than renewables in China, where there aren't too many "misguided greenies" setting policy. Environmentalists were successful in opposing nuclear construction because it was expensive and unprofitable, not the other way around.

The faster people can internalize this lesson, the sooner we'll get to economically-viable nuclear power.

This is why China installed 217 GW of solar last year, but only 1.2 GW of nuclear.

> why China installed 217 GW of solar last year, but only 1.2 GW of nuclear

And 114 GW of coal [1]. Don't do nuclear, and that becomes 115 GW of coal. Nuclear and renewables aren't competing for market share.

Everyone is putting down renewables as quickly as possible. But we need more power, so we fill the gap with one of gas, nuclear or coal.

[1] https://www.reuters.com/sustainability/climate-energy/china-...

> > why China installed 217 GW of solar last year, but only 1.2 GW of nuclear > > And 114 GW of coal [1]. Don't do nuclear, and that becomes 115 GW of coal. Nuclear and renewables aren't competing for market share.

That is true for China, since their overall energy demand is growing massively. But is that also true for other parts of the world like the US or EU? Because looking at the electricity production [1] this doesn't seem to be the case. So in those markets they would compete for replacing existing fossil power plants. I think we can expect some growth, but not on a level even close to China.

[1] https://yearbook.enerdata.net/electricity/world-electricity-...

We should see some increase in electricity consumption due to displacement of direct uses of fossil fuels. For example, use of heat pumps in place of natural gas furnaces, electric cars in place of IC engine vehicles. Add to that the ever popular AI and general data center consumption motivating this announcement (but I wonder how much of that is going to move to places with cheaper electricity.)

Yes, these and other innovations will defivinitely increase our overall electricity consumption, but i imagine that it will be a gradual shift as it is aleady happening, since vehicles and heating has long life cycles. It also helps that energy wise these technologies are more efficient, so that offsets some of the increase.

Probably hard to judge right now where AI is heading and if the pace of increased energy consumption remains this high. But i agree that they'll probably end up moving closer to sources of cheap electricity.