Amazon is investing hundreds of millions into the Cascade Advanced Energy Facility, a next-generation small modular reactor project in Richland, Washington, developed with X-energy and Energy Northwest. "The question now is will it be enough to kick off a new wave of U.S. nuclear energy innovation -- a field that America largely soured on by the 1980s?" writes GeekWire. From the report: The facility will be located near Richland, Wash., near Energy Northwest's Columbia Generating Station nuclear plant. The initial goal is to install a cluster of four small modular reactors (SMRs) that can produce up to 320 megawatts of power, but the overall vision is to construct 12 reactors total, with a capacity of nearly one gigawatt. If all the funding, permitting and public support come together, construction should start within the next five years, with the plant coming online in the 2030s. [...] For Amazon, its support of the Cascade Advanced Energy Facility is part of a much bigger initiative. The company has set a goal of deploying 5 gigawatts of nuclear power in the U.S. by 2039.

"One thing that Amazon does well is scale technology," said Brandon Oyer, Amazon Web Services' head of power and water for North and South America. "We've done this over and over again ... We'll go and make an investment and then learn how to scale that up, drive out cost, make it more readily available." Targeting SMRs for amplification was a "natural fit," Oyer added. The company believes nuclear aligns with its climate ambitions. Amazon matches all of its electricity use with clean power and is the largest corporate purchaser of wind, solar and other renewable sources. That said, it is struggling to cut its carbon footprint to reach a goal of net-zero emissions by 2040 as the AI-boom stokes energy use.

Amazon reported that its carbon footprint grew by 6% last year. Amazon has dibs on half of the 320 megawatts of electricity that will be generated by the first four reactors at the Washington site, but will take all of it if the power prices are too high for local utilities to afford. Cullen said that if everything goes well with the initial phase, it would be straightforward to build the other eight reactors as the permits will encompass the complete build out. The added reactors would produce enough electricity for about one million homes and should come at a lower cost. "Amazon recognizes the role they can -- and are willing -- to play," Cullen said. The company can take some of the early risk and bring that catalytic capital, he said, which is "every, very difficult for utilities to do."

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