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Equinix’s August 2025 announcement outlined future nuclear-power arrangements with Oklo, Radiant, ULC-Energy and Stellaria—but it did not show nuclear electricity already flowing to Equinix data centers. The deals take different forms, cover different locations and remain at different stages. Nuclear is one part of a broader plan that also includes utility power, grid upgrades, fuel cells, natural gas and efficiency measures.

What Equinix announced with its nuclear partners

On August 14, 2025, Equinix described a portfolio approach to securing electricity for data-center expansion. The company named four nuclear-related arrangements, but their capacities should not be added together as if they were equivalent, firm deliveries: the announcements include an agreement, preorders and a letter of intent, with different technologies and geographies.

Partner and technology Announced arrangement Stated capacity Geography Timing established in the cited announcements
Oklo Aurora powerhouses Agreement to procure power; Equinix said the agreement dates to 2024 500 MW Not stated in the cited announcement No firm in-service date stated
Radiant Kaleidos microreactors Preorder agreement for 20 microreactors 20 units; power capacity not stated Not stated in the cited announcement No firm in-service date stated
ULC-Energy and Rolls-Royce SMR Letter of intent with ULC-Energy for a potential power purchase agreement; ULC-Energy had selected Rolls-Royce SMR as its preferred technology for its Netherlands plans Up to 250 MWe Netherlands No firm in-service date stated
Stellaria Pre-order power agreement 500 MWe Europe No firm in-service date stated

Sources: Equinix’s August 14, 2025 portfolio announcement and its ULC-Energy announcement. MW and MWe are reproduced as the company reported them; the figures describe different announced arrangements, not verified power deliveries.

Are these reactors already powering Equinix data centers?

The announcements describe future-oriented agreements, preorders and development plans—not operating nuclear supply for Equinix. In an August 2025 interview, Equinix SVP and Chief Procurement Officer Ali Ruckteschler said many of the technologies were still several years from deployment and that it was too early to consider site selection. That is a dated statement, not a current project-status update. Data Center Knowledge’s August 14, 2025 report quoted Ruckteschler: “Many of these next-generation nuclear technologies are still several years away from deployment, so it’s a little early to be thinking about site selection.”

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Equinix’s April 2025 blog also said small modular reactors were not yet widely used in data centers and described the Oklo arrangement as an agreement to procure 500 MW. That is the company’s characterization, not independent verification of reactor maturity or delivered electricity. Equinix’s April 29, 2025 blog provides that context.

Why Equinix is pursuing more power options

Power availability is a constraint on where and how quickly data centers can expand. Equinix’s 2025 Form 10-K lists power availability and capacity among the factors it considers when evaluating expansion opportunities. Round-the-clock electricity is important for facilities that support services ranging from cloud computing to AI workloads; Equinix Executive Vice President of Global Operations Raouf Abdel described it as critical in the company’s August 2025 announcement.

The strategy is not nuclear-only. Equinix says it is expanding utility arrangements, supporting grid upgrades, pursuing on-site generation and improving energy efficiency. Its August announcement also described an expansion of its Bloom Energy fuel-cell deployment. The 2025 Form 10-K discusses power availability in expansion decisions and reports the company’s energy metrics. Equinix’s 2025 Form 10-K.

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How the nuclear plan compares with Equinix’s renewable-energy reporting

Equinix reports renewable-energy coverage for specific periods and facility scopes. Those figures are not interchangeable with nuclear capacity announcements, and they do not establish that the announced reactors are operating.

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  • 2024 global electricity consumption: Equinix’s 2025 Form 10-K says 96% was covered by renewable energy sources, with 100% coverage in the U.S. and Europe.
  • 2025 retail IBX data centers: Equinix’s sustainability page reports 96% clean and renewable-energy coverage across this facility scope and a net-zero target for 2040.

Sources: 2025 Form 10-K and Equinix sustainability page. These are company-reported figures with different dates and scopes.

What to take away from the announcement

  • The named nuclear partners are Oklo, Radiant, ULC-Energy and Stellaria.
  • The ULC-Energy arrangement is a letter of intent for a potential Netherlands PPA of up to 250 MWe; ULC-Energy had selected Rolls-Royce SMR for its Netherlands plans.
  • The announced capacity figures refer to differing agreement forms and locations, not confirmed operating supply.
  • Equinix’s broader power strategy includes utilities, grid upgrades, fuel cells, natural gas and energy efficiency alongside next-generation nuclear.

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