Google (GOOGL) is plugging into nuclear power in Tennessee, and the move could spark brand-new interest in Google stock. The tech giant has teamed up with Kairos Power and the Tennessee Valley Authority to build an advanced nuclear reactor that will power its data centers in the Southeast. The project is set to go live in 2030, and it marks the first U.S. utility deal tied to next-generation nuclear energy.
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This shows how serious Google is about meeting the soaring power needs of artificial intelligence while keeping its operations carbon-free. At the same time, this gives us a long-term bullish narrative on Google stock.
Google Bets on Nuclear to Power AI Growth
AI is hungry for energy. Every new model, every bigger data center, and every user query adds to the demand. Google knows that the future of AI will not just be written in code but in kilowatts. That is why it is turning to nuclear energy.
By signing a long-term deal for 500 megawatts of capacity, Google is locking in steady carbon-free power. At the same time, it is showing investors that it is ready to take big steps to stay ahead of rivals.
This is power for about 350,000 homes redirected toward servers, storage, and AI innovation.
Why Tennessee and Why Now
The Oak Ridge site in Tennessee is no accident. It is already a hub for nuclear research and has the infrastructure needed for a project of this scale. Google will use the electricity to power local data centers in Tennessee and Alabama, right in the heart of its growing AI operations.
Moreover, power grids in the U.S. are under strain, and renewable energy alone cannot meet the surge in demand. Nuclear fills that gap by providing consistent supply when the sun is not shining or the wind is not blowing.
Washington Adds Its Support
The U.S. government has given its support to the project. Energy Secretary Chris Wright said advanced nuclear is essential to both U.S. energy leadership and AI dominance. The Department of Energy has already helped Kairos Power through technical and regulatory hurdles, and it plans to keep backing the effort.
This kind of endorsement gives investors more confidence. When Washington is lined up with Silicon Valley, the odds of success look stronger.
What It Means for Google Stock
For shareholders, this deal is about more than just power. It is about Google securing its future as an AI leader. Without reliable energy, AI ambitions could stall. By locking in nuclear power, Google reduces risk and sets itself up for long-term growth.
Investors may not see immediate financial impact, especially since the reactor will not switch on until 2030. However, the deal highlights Google’s forward planning and could support its narrative as a sustainable AI-first company. This kind of narrative often helps a stock trade at a premium.
Is Google a Good Stock to Buy?
Alphabet, the parent company of Google, is currently rated a “Strong Buy” based on feedback from 36 analysts over the past three months. Out of these, 27 issued a Buy, while nine recommended a Hold, and none advised a Sell.
The average 12-month GOOGL price target sits at $217.25, which reflects a 7.2% potential upside.
