Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova

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Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova
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Google's Dual Nuclear Tech Strategy Takes Shape With Kairos & GE Vernova

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. 

Tyler Durden Wed, 06/24/2026 - 14:20

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