谷歌携手 Kairos 与 GE Vernova，双核能技术战略初具雏形

谷歌携手 Kairos 与 GE Vernova，双核能技术战略初具雏形
Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova

原始链接: https://www.zerohedge.com/energy/googles-dual-nuclear-technology-strategy-takes-shape-kairos-and-ge-vernova

谷歌正在多元化其核能战略，以确保其人工智能数据中心能够获得可靠的无碳电力。该公司目前正支持两条截然不同的技术路线：其与 Kairos Power 的合作侧重于创新的氟盐冷却反应堆，而对 Elementl Power 的投资则瞄准了更传统的模块化小堆（SMR）。 Elementl 已与通用电气日立核能（GE Vernova Hitachi，简称 GVH）签署协议，计划在俄亥俄州一处 700 英亩的场地上部署 BWRX-300 型模块化小堆。该项目旨在实现高达 1.5 吉瓦的发电能力，其中首期 600 兆瓦的容量已进入电网接入流程。通过选择基于通用电气深厚沸水堆技术积累的 BWRX-300，Elementl 旨在降低与更前沿设计相关的监管和施工风险。尽管这两项举措都旨在满足数据中心日益增长的能源需求，但成功仍需数年时间，俄亥俄州项目的商业运营目标定于 2034 年。通过在开创性的高温反应堆技术与成熟的传统模块化小堆设计之间分散投入，谷歌正在采取双重保障策略，以确保其基础设施所需的长期能源稳定性。

原文

Google is placing its nuclear bets through more than one channel. Elementl Power, the independent developer that received early-stage capital from Google in 2025 to prepare three US sites, has now made its first clear technology choice on at least one of them.

Elementl signed an Early Works Agreement with GE Vernova Hitachi Nuclear Energy (GVH) to deploy BWRX-300 SMRs at a nearly 700-acre site in Meigs County, Ohio.

The project targets up to 1.5 GW of power production. Elementl has already filed a PJM interconnection request for the initial 600 MW. Construction remains targeted for 2030 with commercial operation eyed around 2034.

Elementl positions itself as technology agnostic. Its selection of the BWRX-300 therefore stands out, as the design draws on decades of GE boiling water reactor experience rather than the novel fluoride salt-cooled, TRISO-fueled path Kairos Power is advancing.

Google already holds a separate multi-plant agreement with Kairos targeting up to 500 MW of advanced reactor capacity by 2035, as we reported when that deal was first announced in October 2024.

Google now effectively supports two distinct reactor approaches through its capital and offtake commitments. One pushes the technological frontier with higher temperatures and new fuel forms via Kairos. The other, advanced through Elementl's new Ohio project, favors a more conventional SMR that could encounter fewer first-of-a-kind regulatory and construction risks.

Both address the same core need: reliable, around-the-clock carbon-free power for AI data centers that intermittent sources and gas alone cannot satisfy.

Timelines remain distant. Even with hyperscaler development dollars flowing and policy momentum building, first steel in the ground is years away.

GE Vernova remains one of the most well-funded reactor developers, alongside Westinghouse, as their turbine business continues to see no end in sight for their backlog of data center related orders. The company now has multiple advanced stage projects underway including locations in Canada, Tennessee, and Europe.

谷歌携手 Kairos 与 GE Vernova，双核能技术战略初具雏形 Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova

谷歌携手 Kairos 与 GE Vernova，双核能技术战略初具雏形
Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova