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TerraPower Bets On Energy Storage To Power AI Data Centers

Nuclear startups are increasingly looking to data centers as demand for reliable electricity surges with the growth of AI. TerraPower, founded by Bill Gates, is among the companies pursuing that opportunity and is expected to announce its first data center project this year.

The company has not disclosed the customer. In January, however, TerraPower announced that Meta had agreed to buy eight of its Natrium power plants. Its first reactor is already under construction in Wyoming, while the planned data center project is expected to break ground in 2027.

Why Energy Storage Matters

TerraPower’s main advantage could be its approach to energy storage.

Nuclear reactors are designed to operate most efficiently at full capacity. U.S. nuclear plants generate at maximum power around 92.5% of the time, but conventional reactors can adjust their output relatively slowly. Even newer small modular reactors can face economic challenges when operating below capacity because nuclear plants are expensive to build.

That creates a problem for AI data centers, where electricity demand can change rapidly as GPUs handle training workloads and user requests. Batteries can help smooth those fluctuations, but add another layer of cost.

Storing Heat Instead Of Cutting Reactor Output

TerraPower’s 345-megawatt Natrium reactor takes a different approach. Rather than quickly increasing or reducing the reactor’s output, it continues producing heat and stores excess energy in molten sodium.

When electricity demand rises, that stored heat can be used to generate additional steam and increase turbine output. This allows the reactor to keep operating efficiently while still responding to changes in demand.

The technology was originally designed to work alongside intermittent renewable sources such as wind and solar. For data centers, however, the same flexibility could help manage rapidly changing power demand.

By combining nuclear power’s high capacity factor with thermal energy storage, TerraPower aims to provide a more flexible source of electricity for large-scale AI infrastructure.

Francis Halzen Wins Nobel Prize For Turning Antarctic Ice Into A Window On The Universe

A Detector Built For The Rare And The Distant

A detector buried deep beneath the Antarctic ice has delivered one of physics’ most consequential breakthroughs — and earned its creator the field’s highest honor. Belgian physicist Francis Halzen has won the 2026 Nobel Prize in Physics for pioneering work behind IceCube, the cubic-kilometre observatory designed to capture neutrinos from the farthest reaches of the cosmos.

“This year’s prize is about ghostly messengers from space,” said Ellen Moons, secretary general of the Royal Swedish Academy of Sciences, announcing the award in Stockholm.

The academy praised Halzen for “decisive contributions to the IceCube Neutrino Observatory and the discovery of high-energy neutrinos of astrophysical origin,” calling the project a breakthrough that has “paved the way for a new kind of astronomy.”

Why Neutrinos Matter

Neutrinos are among the most elusive particles known to science. They are produced in some of the universe’s most violent environments, yet they pass through matter almost unhindered, making them extraordinarily difficult to detect. That same quality is precisely what makes them so valuable to researchers: because neutrinos travel in a straight line and emerge intact, they can carry information from deep space that light and other particles cannot.

As the academy explained, “Neutrinos reach us without changing direction or losing energy. This means they can provide information that is not available in any other way.”

The challenge is scale. High-energy cosmic neutrinos are extremely rare, which means scientists need an enormous detection volume to catch enough collisions to study them. IceCube meets that challenge by using a vast block of Antarctic ice instrumented with light sensors.

From A 1988 Idea To A Global Research Landmark

Halzen first proposed the observatory in 1988, and the concept quickly gained support among other researchers. Early tests followed in the years after, but the full detector was not completed until 2011. Today, the IceCube Observatory at the Amundsen-Scott South Pole Station is the world’s largest neutrino detector.

Halzen, who serves as principal investigator of the project, said the prize was especially meaningful because of the team behind it. “For me, the main pleasure of it, besides winning the Nobel Prize, is that I hope this reflects on the really courageous people who joined me in the beginning of this project,” he said.

From Leuven To The South Pole

Born in Tienen, Belgium, Halzen earned a master’s degree in physics from KU Leuven in 1966 and a doctorate in 1969. He later became a US citizen and is now a professor at the University of Wisconsin–Madison, where he directs the Institute for Elementary Particle Physics. More about the university can be found at https://www.wisc.edu/.

Since the 1970s, Halzen has been a leading figure in cosmic ray and astroparticle physics, with research spanning cosmic ray anomalies and quark matter. He has also served on advisory committees for major scientific institutions, including the Sudbury Neutrino Observatory in Canada and Germany’s Max Planck Institutes.

Speaking by phone from Italy shortly after the announcement, Halzen called the prize “a great surprise” and said he had not expected it. “But it’s a great pleasure to hear about this prize,” he added.

The Second Nobel Of The Season

Halzen’s award is the second Nobel announced this year. On Monday, the medicine prize went to US psychiatrist and neurologist Karl Deisseroth, along with German scientists Peter Hegemann and Georg Nagel, for their pioneering work in optogenetics, a method that uses light to control nerve signals.

The chemistry prize will follow on Wednesday, the literature prize on Thursday and the peace prize on Friday. The economics prize closes the Nobel season on Monday, October 12.

Each Nobel Prize includes a diploma, a gold medal and 12 million Swedish kronor, or about €1.1 million, with the award shared if there is more than one laureate. The ceremony will be held on December 10, the anniversary of Alfred Nobel’s death in 1896.

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