Alphabet has contracted for 500 megawatts from Kairos Power (KP-FHR fluoride-salt-cooled reactors) with targeted deployments by 2030 — the largest corporate advanced-fission procurement to date and a template for hyperscaler-utility-PPA scaling.

Alphabet has contracted for 500 megawatts from Kairos Power (KP-FHR fluoride-salt-cooled reactors) with targeted deployments by 2030 — the largest corporate advanced-fission procurement to date and a template for hyperscaler-utility-PPA scaling. | Kairos KP-FHR first reactor commissioning

Key catalyst: Kairos KP-FHR first reactor commissioning

Watch events: Kairos NRC license; first reactor fuel loading; Alphabet additional reactor orders

Oct 2024 Alphabet-Kairos agreement publicly announced; first reactor target 2030; NRC construction permit for Hermes 2 under review. Timeline slippage to 2031-2032 possible.

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Beneficiaries (22)

{
  "nia": false,
  "qty": "500 MW",
  "mode": "OBSERVATION+FORECAST",
  "role": "Cited-Firm",
  "context": "Already-announced commitment validates INF_050 SMR-co-location thesis. Couples with AWS-Talen, Microsoft-Constellation, Oracle-SMR-trio, Meta-Three-Mile-Island deals.",
  "to_year": 2030,
  "conv_cues": "announced deal; explicit MW target; explicit year",
  "direction": "NUMERIC_TARGET",
  "from_year": 2030,
  "timeframe": "by 2030",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Hermes 2 demonstration plant breaks ground (announced April 2026)",
      "source": "https://www.globenewswire.com/news-release/2026/04/17/3276457/0/en/kairos-power-breaks-ground-on-hermes-2-demonstration-plant.html",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.globenewswire.com/news-release/2026/04/17/3276457/0/en/kairos-power-breaks-ground-on-hermes-2-demonstration-plant.html",
      "expected_date": "2026-04-17",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "training",
      "measurement_criterion": "Confirmed groundbreaking ceremony at Tennessee site; GlobeNewswire / Kairos Power release"
    },
    {
      "kind": "llm_post_event",
      "label": "Cascade: second hyperscaler announces >250 MW advanced-fission PPA template",
      "source": "Internal estimate; Microsoft-TerraPower and Amazon-X-energy precedents already exist",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.65,
      "expected_date": "2027-06-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Microsoft, Amazon, Meta, or Oracle signs PPA with X-energy, NuScale, TerraPower, or Kairos at >=250 MW scale modeled on Alphabet-Kairos structure"
    },
    {
      "kind": "llm_pre_event",
      "label": "Hermes 1 reactor first criticality at Oak Ridge",
      "source": "https://www.energy.gov/ne/articles/kairos-power-starts-construction-hermes-reactor",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.world-nuclear-news.org/articles/regulator-extends-hermes-1-reactor-construction-deadline",
      "expected_date": "2028-03-16",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2027-06-01"
      },
      "measurement_criterion": "NRC issues operating license amendment confirming first criticality; Kairos Power and DOE press release"
    },
    {
      "kind": "llm_pre_event",
      "label": "First commercial KP-FHR reactor begins construction at TVA / utility-host site",
      "source": "https://www.kairospower.com/locations/tennessee",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.5,
      "expected_date": "2028-06-15",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-06-30",
        "from": "2027-06-01"
      },
      "measurement_criterion": "NRC issues construction permit for first commercial 75-MWe KP-FHR module under Alphabet PPA; concrete pour reported"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -3,
      "source_id": null,
      "expected_date": "2030-02-16",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -2,
      "source_id": null,
      "expected_date": "2030-04-04",
      "observed_date": null
    },
    {
      "kind": 
... (truncated)