Big Tech Powers Up Nuclear Fission Startups for Data Centers
The soaring demand for electricity, driven by artificial intelligence, is pushing Big Tech companies to secure reliable power for their data centers. Many are turning to nuclear fission, specifically small modular reactors (SMRs), as a stable and predictable energy source.
Unlike traditional massive nuclear reactors, SMRs offer modular deployment and the potential for lower costs through mass manufacturing. While SMRs are yet to be built in the U.S., companies like Amazon, Google, Meta, and Microsoft are investing in and signing power purchase agreements with nuclear fission startups.
Key Nuclear Fission Startups
- Kairos Power: Developing molten salt-cooled SMRs. Google has committed to buying power from Kairos, aiming for a 2030 launch. Kairos has received significant government funding and approval to build two test reactors in Tennessee. Learn more about Kairos Power.
- Oklo: Focusing on liquid metal-cooled SMRs for data centers, backed by OpenAI CEO Sam Altman. While facing regulatory hurdles, Oklo has secured a deal to supply power to data center operator Switch. Learn more about Oklo.
- Saltfoss (formerly Seaborg): Designing molten salt-cooled SMRs housed on Power Barges. Backed by investors including Bill Gates and Peter Thiel, Saltfoss has partnered with Samsung Heavy Industries for construction. Learn more about Saltfoss.
- TerraPower: Founded by Bill Gates, TerraPower is developing the Natrium reactor, a larger design incorporating molten salt energy storage. Construction has begun in Wyoming. Learn more about TerraPower.
- X-Energy: Developing high-temperature, gas-cooled SMRs. Amazon's Climate Pledge Fund led a significant investment round, with planned deployments in the Pacific Northwest and Virginia. Learn more about X-Energy.
These investments highlight the growing interest in nuclear fission as a viable solution for powering the next generation of data centers and addressing the increasing energy demands of AI.
