Core Viewpoint - Google has selected Tennessee as the site for its first small modular nuclear reactor project, aiming to supply power to local data centers starting in 2030 [1] Group 1: Project Details - Google plans to obtain 500 megawatts of nuclear power capacity through a partnership with the Tennessee Valley Authority and Kiewit Power Company [1] - The generated electricity will be delivered to data centers in Tennessee and Alabama [1] Group 2: Strategic Significance - The CEO of the Tennessee Valley Authority emphasized that nuclear energy is a crucial foundation for future energy security [1] - This collaboration alleviates the costs and risks associated with pioneering nuclear projects and prevents the burden of technology development from being passed on to end customers [1] - The project aligns with Google's previous nuclear energy procurement agreement signed in October, aimed at meeting the rising electricity demand driven by artificial intelligence technologies [1] Group 3: Technological Aspects - The project will utilize advanced reactor technology developed by Kiewit Power Company and will integrate with the Tennessee Valley Authority's grid system [1] - This initiative represents a significant investment by a tech giant in the clean energy sector [1]

Group 1 - The core of the U.S. AI action plan is to redefine global power dynamics, positioning AI as a key strategic direction for industrial and informational transformation [1] - Data center electricity consumption in the U.S. is projected to rise from 4.4% of total electricity usage in 2023 to between 6.7% and 12% by 2028, indicating a potential doubling of power demand within five years [1] - The current U.S. power infrastructure may become a critical constraint on AI advancements due to unprecedented pressure from exponential growth in computing power [1] Group 2 - The U.S. is pursuing a three-pronged strategy to address energy challenges: delaying the retirement of key power plants, modernizing the existing transmission network, and investing in advanced technologies like small modular nuclear reactors [3] - The deep connection between the U.S. economy and AI industry is expected to create new growth opportunities while also increasing vulnerability to technological cycles [3] - The capital market is reflecting the pain of energy transition, with significant valuation increases for traditional energy giants and emerging nuclear technology firms, indicating a projected investment of over $100 billion in U.S. power infrastructure over the next five years [5]