GOOGL · News · 20260921N

Nuclear Power Partnerships

Alphabet Inc. · 2026-09-21 · Importance 34 · Surprise 42 · In source text

Google is pursuing additional nuclear capacity to support electricity demand from its data centers and other large users. Kairos Power selected Samsung C&T to help build a 50-megawatt demonstration reactor intended for completion by 2030. Separately, Georgia Power agreed to upgrade the Vogtle and Hatch nuclear plants, potentially adding 96 megawatts of capacity for Google under a new tariff with Zero-Emission Credits. The Georgia Power arrangement is valued at approximately $900 million and remains subject to regulatory approval.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomepositivecontingent—Kairos Power got up to $100M from Samsung group to build a nuclear reactor for Google.