Energy Vault and NuCube Energy Form Strategic Partnership to Power AI Data Centers with Nuclear Microreactors, Offering Flexible Baseload, Energy Storage and Grid Services Capabilities
Energy Vault (NYSE: NRGV) has announced a strategic partnership with NuCube Energy to accelerate the delivery of NuCube's NuSun platform, targeting AI data centers' power needs. The collaboration integrates NuSun microreactors with Energy Vault's VaultOS Energy Management System and B-VAULT Battery Storage System.
The partnership aims to deploy the integrated solution by late 2028/early 2029, addressing the U.S. data center market's projected 500 TWh consumption. Energy Vault will contribute its material science expertise for shielding systems and develop customized software capabilities within VaultOS to enable joint control of NuSun and B-VAULT BESS.
NuSun is an advanced nuclear microreactor using TRISO fuel and heat pipes, designed for safe, zero-carbon power generation with minimal moving parts. The system will be contained within a transportable stainless-steel vessel, with an emergency zone planning to the building itself.
Energy Vault (NYSE: NRGV) ha annunciato una partnership strategica con NuCube Energy per accelerare la consegna della piattaforma NuSun di NuCube, mirata alle esigenze energetiche dei data center AI. La collaborazione integra i microreattori NuSun con il Sistema di Gestione Energetica VaultOS di Energy Vault e il Sistema di Storage Batteria B-VAULT.
La partnership ha l'obiettivo di implementare la soluzione integrata entro la fine del 2028/primi del 2029, affrontando il consumo previsto di 500 TWh del mercato dei data center statunitensi. Energy Vault contribuirà con la sua esperienza nella scienza dei materiali per i sistemi di schermatura e svilupperà capacità software personalizzate all'interno di VaultOS per consentire il controllo congiunto di NuSun e B-VAULT BESS.
NuSun è un microreattore nucleare avanzato che utilizza combustibile TRISO e tubi di calore, progettato per una generazione di energia sicura, a zero emissioni di carbonio, con parti in movimento minime. Il sistema sarà contenuto all'interno di un recipiente in acciaio inossidabile trasportabile, con una zona di emergenza pianificata per l'edificio stesso.
Energy Vault (NYSE: NRGV) ha anunciado una asociación estratégica con NuCube Energy para acelerar la entrega de la plataforma NuSun de NuCube, dirigida a las necesidades energéticas de los centros de datos de IA. La colaboración integra los microreactores NuSun con el Sistema de Gestión Energética VaultOS de Energy Vault y el Sistema de Almacenamiento de Baterías B-VAULT.
El objetivo de la asociación es implementar la solución integrada para finales de 2028/principios de 2029, abordando el consumo proyectado de 500 TWh del mercado de centros de datos de EE. UU. Energy Vault contribuirá con su experiencia en ciencia de materiales para sistemas de blindaje y desarrollará capacidades de software personalizadas dentro de VaultOS para permitir el control conjunto de NuSun y B-VAULT BESS.
NuSun es un microreactor nuclear avanzado que utiliza combustible TRISO y tubos de calor, diseñado para una generación de energía segura y libre de carbono, con partes móviles mínimas. El sistema estará contenido dentro de un recipiente transportable de acero inoxidable, con una zona de emergencia planificada para el propio edificio.
Energy Vault (NYSE: NRGV)는 NuCube Energy와의 전략적 파트너십을 발표하여 NuCube의 NuSun 플랫폼의 제공을 가속화하고, AI 데이터 센터의 전력 요구에 초점을 맞추고 있습니다. 이 협력은 NuSun 미세 반응로와 Energy Vault의 VaultOS 에너지 관리 시스템 및 B-VAULT 배터리 저장 시스템을 통합합니다.
파트너십의 목표는 2028년 말/2029년 초까지 통합 솔루션을 배포하여 미국 데이터 센터 시장의 예측된 500TWh 소비를 다루는 것입니다. Energy Vault는 차폐 시스템을 위한 소재 과학 전문 지식을 기여하고, NuSun 및 B-VAULT BESS의 공동 제어를 가능하게 하기 위해 VaultOS 내에서 맞춤형 소프트웨어 기능을 개발할 것입니다.
NuSun은 TRISO 연료와 열 파이프를 사용하는 고급 핵 미세 반응로로 안전한 제로 탄소 전력 생산을 위해 설계되었으며, 이동 부품이 최소화된 설계입니다. 이 시스템은 이동 가능한 스테인리스 스틸 용기 안에 담겨 있으며, 비상 구역은 건물 자체를 기획하고 있습니다.
Energy Vault (NYSE: NRGV) a annoncé un partenariat stratégique avec NuCube Energy pour accélérer la livraison de la plateforme NuSun de NuCube, ciblant les besoins en énergie des centres de données en IA. La collaboration intègre les microréacteurs NuSun avec le Système de Gestion de l'Énergie VaultOS d'Energy Vault et le Système de Stockage de Batteries B-VAULT.
Le partenariat vise à déployer la solution intégrée d'ici fin 2028/début 2029, afin de répondre à la consommation projetée de 500 TWh du marché américain des centres de données. Energy Vault contribuera avec son expertise en science des matériaux pour les systèmes de blindage et développera des capacités logicielles sur mesure au sein de VaultOS pour permettre le contrôle conjoint de NuSun et de B-VAULT BESS.
NuSun est un microréacteur nucléaire avancé utilisant un combustible TRISO et des tubes de chaleur, conçu pour une production d'énergie sécurisée et neutre en carbone, avec un minimum de pièces mobiles. Le système sera contenu dans un récipient en acier inoxydable transportable, avec une zone d'urgence prévue pour le bâtiment lui-même.
Energy Vault (NYSE: NRGV) hat eine strategische Partnerschaft mit NuCube Energy angekündigt, um die Bereitstellung der NuSun-Plattform von NuCube zu beschleunigen, die auf die Energiebedürfnisse von KI-Datenzentren abzielt. Die Zusammenarbeit integriert NuSun-Mikroreaktoren mit dem VaultOS Energiemanagementsystem von Energy Vault und dem B-VAULT Batteriespeichersystem.
Das Ziel der Partnerschaft ist es, die integrierte Lösung bis Ende 2028/Anfang 2029 bereitzustellen, um den voraussichtlichen Verbrauch von 500 TWh des US-Datenzentrummarktes zu adressieren. Energy Vault wird sein Fachwissen in Materialwissenschaften für Schutzsysteme einbringen und maßgeschneiderte Software-Funktionen innerhalb von VaultOS entwickeln, um die gemeinsame Steuerung von NuSun und B-VAULT BESS zu ermöglichen.
NuSun ist ein fortschrittlicher nuklearer Mikroreaktor, der TRISO-Brennstoff und Wärmerohre verwendet und für eine sichere, kohlenstofffreie Energieerzeugung mit minimalen beweglichen Teilen konzipiert wurde. Das System wird in einem transportierbaren Edelstahlbehälter untergebracht sein, mit einer geplanten Notfallzone innerhalb des Gebäudes selbst.
- Strategic partnership targets high-growth AI data center market with 500 TWh consumption potential by 2028
- Integration of nuclear microreactors with energy storage provides continuous, carbon-free power solution
- Expected deployment timeline set for late 2028/early 2029
- Design uses already NRC-approved materials, potentially reducing licensing risks
- Long deployment timeline (4-5 years) before potential revenue generation
- Regulatory approval process for nuclear technology could face delays
- Significant capital investment likely required for development and deployment
Insights
This strategic partnership represents a groundbreaking advancement in nuclear microreactor technology for data center applications. The NuSun platform incorporates several critical innovations: TRISO fuel technology known for its exceptional safety profile, heat pipe systems and a proprietary heat-to-electricity conversion mechanism that significantly reduces component complexity. The design's walk-away safety features and emergency zone planning requirements to just the building footprint indicate exceptional containment capabilities.
The use of pre-characterized materials and NRC-approved TRISO fuel is particularly strategic, potentially accelerating the regulatory approval timeline - a important advantage in the nuclear sector where licensing can typically span many years. The simplified design architecture, focusing on minimal moving parts, suggests improved reliability and reduced maintenance requirements compared to traditional nuclear solutions.
The timing of this partnership is strategically aligned with the explosive growth in AI computing demands. The projected 500 TWh consumption by U.S. data centers in 2028 represents an unprecedented energy challenge that current grid infrastructure struggles to support. The integration of NuSun microreactors with Energy Vault's storage solutions addresses two critical pain points: baseload power reliability and demand fluctuation management.
The modular design approach enables scalable deployment matching specific data center power requirements - a important feature for phased expansion of computing facilities. The combination of nuclear baseload with battery storage creates a robust power solution that can maintain 24/7 operations while optimizing for peak demand periods, potentially reducing overall infrastructure costs for data center operators.
This partnership positions Energy Vault (NRGV) to capture a significant share of the rapidly growing data center power market. The integration of VaultOS software with NuSun hardware creates a comprehensive energy management ecosystem that could become the preferred solution for next-generation data centers. The material science expertise being applied to shielding and containment systems adds another layer of intellectual property and competitive advantage.
For investors, this represents a potential long-term growth catalyst as the company expands beyond pure energy storage into integrated power solutions. The 2028/2029 deployment timeline aligns with projected AI infrastructure growth, though regulatory approval processes could impact actual rollout schedules. The market opportunity is substantial - even capturing a small percentage of the projected 500 TWh data center market could significantly impact Energy Vault's revenue trajectory.
Strategic partnership to expedite NuCube’s NuSun™ microreactor, coupled with Energy Vault material science and storage solutions, for rollout at high-energy demand locations, including data centers
This flexible baseload solution will serve the
Through this collaboration, Energy Vault and NuCube will seek to accelerate the deployment of the NuSun platform integrated with VaultOS software controls, grid services and accompanying energy storage systems (ESS) by the end of 2028/beginning of 2029. Energy Vault will leverage expertise in advanced material science technologies from its gravity storage research and development to expedite the development of shielding and containment systems utilized by NuSun. This involves using specialized composite admixtures to enhance safety while streamlining production for large-scale deployment.
As part of the strategic partnership, Energy Vault will design, engineer, and deploy customized software capability within its VaultOS software suite to enable joint control of NuSun and Energy Vault’s proprietary B-VAULT BESS product. This will enable battery storage of excess energy generated during periods of lower demand and dispatch of stored energy during peak demand helping to ensure AI data centers can operate 24/7 without any power or business disruption. The integration of the NuSun hardware stack into Energy Vault’s VaultOS software platform will also unlock multi-unit project deployments and enable dynamic load-following capabilities across multiple reactor units, improving responsiveness and efficiency for diverse energy demands.
NuSun, the result of more than 100 years of combined nuclear industry experience, is an extremely safe, advanced nuclear microreactor that combines cutting edge technology like TRISO fuel and heat pipes for the production of heat and a proprietary heat to electricity conversion system that drastically reduces the number of components. This combination of technologies eliminates most moving parts, creating a walk away safe nuclear reactor that provides large energy users, such as data centers, with zero-carbon power and continuous operation for many years without refueling. Several modules will be assembled to match data center power needs, allowing for streamlined permitting and scalable deployment. This flexible baseload solution will serve the
The NuSun platform will be fully enclosed within a stainless-steel containment vessel and readily transportable. NuCube’s design adopts innovative proprietary technology that will maximize the fuel utilization overcoming some of the limitations of very compact nuclear designs. The safety characteristics are such that the expected emergency zone planning (EZP) of the reactor will be limited to the building itself. To shorten the licensing timeline, NuCube’s design uses materials and fuel which have been characterized and, in some instances, already approved by the Nuclear Regulatory Commission, such as TRISO fuel in order to help reduce the risks associated with licensing and deployment.
“The NuSun™ platform will offer a cost competitive carbon free solution to address the growing needs of power driven by the exponential growth of data centers,” commented Cristian Rabiti, Co-Founder and Chief Executive Officer, NuCube Energy. “Its design simplicity is the key to achieving low cost and a high degree of safety. By coupling the NuSun platform with Energy Vault’s digital and hardware platform, we expect to be able to improve the operational flexibility and efficiency of NuSun for single and multi-unit configurations, ensuring that AI data centers can easily incorporate NuSun in their power procurement operations and manage fluctuations in demand to operate continuously. This ability combined with the modularity and scalability of NuSun could represent the missing link for establishing a highly resilient, dependable and secure energy supply that is deployable anywhere that the market needs.”
“As the demand for AI data centers continues to surge, ensuring a reliable and uninterrupted power supply – and, necessarily, storage – has become paramount,” said Marco Terruzzin, Chief Commercial and Product Officer, Energy Vault. “By integrating microreactors with Energy Vault’s unique approach to energy storage, we can ensure that AI data centers have access to carbon free electricity and operate seamlessly. Through this important strategic partnership, Energy Vault and NuCube aim to bring NuSun to market as the safest and most cost-effective dispatchable carbon-free solution for the growing data center market.”
About Energy Vault
Energy Vault® develops and deploys utility-scale energy storage solutions designed to transform the world's approach to sustainable energy storage. The Company's comprehensive offerings include proprietary gravity-based storage, battery storage, and green hydrogen energy storage technologies. Each storage solution is supported by the Company’s hardware technology-agnostic energy management system software and integration platform. Unique to the industry, Energy Vault’s innovative technology portfolio delivers customized short-and-long-duration energy storage solutions to help utilities, independent power producers, and large industrial energy users significantly reduce levelized energy costs while maintaining power reliability. Utilizing eco-friendly materials with the ability to integrate waste materials for beneficial reuse, Energy Vault’s G-Vault™ gravity-based energy storage technology is facilitating the shift to a circular economy while accelerating the global clean energy transition for its customers. Please visit www.energyvault.com for more information.
About NuCube
NuCube is an innovative technology company designing a revolutionary nuclear fission reactor capable of producing electricity via high temperature heat. The company’s technology is capable of servicing both the electrical and the high temperature industrial heat markets and has been designed with an elegant modular microreactor to be exceptionally safe, simple, and economical. NuCube offers nuclear technology that will produce the highest temperature heat for industrial customers and provide cost competitive electricity.
For more information on NuCube, please visit http://www.nucube.energy.
Forward-Looking Statements
This press release includes forward-looking statements that reflect the Company’s current views with respect to, among other things, the Company’s operations and financial performance, including the proposed partnership. Forward-looking statements include information concerning possible or assumed future results of operations, including descriptions of our business plan and strategies. These statements often include words such as “anticipate,” “expect,” “suggest,” “plan,” “believe,” “intend,” “project,” “forecast,” “estimates,” “targets,” “projections,” “should,” “could,” “would,” “may,” “might,” “will” and other similar expressions. We base these forward-looking statements or projections on our current expectations, plans, and assumptions, which we have made in light of our experience in our industry, as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances at the time. These forward-looking statements are based on our beliefs, assumptions, and expectations of future performance, taking into account the information currently available to us. These forward-looking statements are only predictions based upon our current expectations and projections about future events. These forward-looking statements involve significant risks and uncertainties that could cause our actual results, level of activity, performance or achievements to differ materially from the results, level of activity, performance or achievements expressed or implied by the forward-looking statements, including the failure to execute definitive agreements, changes in our strategy, expansion plans, customer opportunities, future operations, future financial position, estimated revenues and losses, projected costs, prospects and plans; the uncertainly of our awards, bookings and backlogs and developed pipeline equating to future revenue; the lack of assurance that non-binding letters of intent and other indication of interest can result in binding orders or sales; the timing of permits; the possibility of our products to be or alleged to be defective or experience other failures; the implementation, market acceptance and success of our business model and growth strategy; our ability to develop and maintain our brand and reputation; developments and projections relating to our business, our competitors, and industry; the ability of our suppliers to deliver necessary components or raw materials for construction of our energy storage systems in a timely manner; the impact of health epidemics, on our business and the actions we may take in response thereto; our expectations regarding our ability to obtain and maintain intellectual property protection and not infringe on the rights of others; expectations regarding the time during which we will be an emerging growth company under the JOBS Act; our future capital requirements and sources and uses of cash; the international nature of our operations and the impact of war or other hostilities on our business and global markets; our ability to obtain funding for our operations and future growth; our business, expansion plans and opportunities and other important factors discussed under the caption “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2023 filed with the SEC on March 12, 2024, as such factors may be updated from time to time in its other filings with the SEC, accessible on the SEC’s website at www.sec.gov. New risks emerge from time to time, and it is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. Any forward-looking statement made by us in this press release speaks only as of the date of this press release and is expressly qualified in its entirety by the cautionary statements included in this press release. We undertake no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable laws. You should not place undue reliance on our forward-looking statements.
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