Google

Google's AI infrastructure pattern is more cautious than Microsoft's but more original in nuclear strategy. The 2024 Kairos Power SMR PPA (500MW across 7 units, TVA territory) was the first hyperscaler deal for next-gen fluoride salt-cooled reactors — years ahead of when those reactors will actually operate.

The strategic bet: be the first hyperscaler with a credible, dedicated zero-carbon power story by 2030. Kairos is a 2030+ play; in the meantime Google leans hard on PPAs with existing renewables + grid storage. The Hyderabad campus signals India is the next big build-out region.