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Equinix’s Strategic Energy Procurement: Securing SMRs for AI-Powered Data Centres

Equinix, a leading global data centre operator, is redefining energy procurement by entering long-term power purchase agreements for advanced nuclear energy solutions. The company has inked deals with multiple next-generation energy providers—including Oklo, Radiant, ULC‑Energy, and Stellaria—for up to 1 GW of power sourced from small modular reactors (SMRs) and microreactors, signalling a procurement strategy focused on reliability, sustainability, and resilience.

A New Procurement Frontier for Clean Baseline Power

In one of its most forward-looking procurement moves yet, Equinix secured 500 MW of energy from Oklo’s Aurora fission-based reactors and pre-ordered 20 Radiant Kaleidos microreactors that offer rapid deployment and operational flexibility. In Europe, the company signed a Letter of Intent with ULC‑Energy for 250 MWe to be generated via Rolls‑Royce SMRs in the Netherlands. Additionally, a 500 MWe pre-order agreement with Stellaria, developers of molten-salt Breed & Burn reactors, shows Equinix’s commitment to diversifying its energy sources.

Procurement Meets Sustainability and Security

As AI workloads continue to drive exponential electricity demand, traditional renewable sources face challenges in delivering uninterrupted power. SMRs and microreactors offer a zero-carbon, baseload solution that complements renewables, all while insulating supply chains from grid instability. Equinix’s Chief Procurement Officer, Ali Ruckteschler, emphasised the need for strategic energy sourcing—highlighting that this procurement approach lays the groundwork for both infrastructure reliability and net-zero commitments.

Why It Matters to Procurement Leaders

This deal illustrates a shift in procurement priorities. For procurement professionals, especially those in energy-intensive industries, the key insights are clear:

  • Strategic Supplier Diversification: Partnering with innovative energy developers (SMR, microreactor specialists) showcases how procurement can future-proof supply chains.

  • Aligning ESG Objectives with Supply Decisions: By choosing nuclear-powered energy, procurement leaders demonstrate how environmental goals can be integrated into strategic sourcing.

  • Risk and Resilience Management: Securing reliable power through direct procurement enables organisations to buffer against grid limitations, enhancing operational continuity.

This approach underscores that modern procurement extends beyond price and delivery—it now requires foresight into emerging infrastructure and regulatory landscapes.

Closing Insights

Equinix’s SMR and microreactor procurement strategy is not just an energy play—it is a blueprint for how procurement teams can lead transformational resilience. As enterprise-scale energy demand grows, sourcing will become as strategic as manufacturing or logistics. The companies that move ahead strategically—partnering with energy innovators—will lead the way in sustainable and dependable digital infrastructure.

About Equinix and Strategic Energy Vendors

Equinix operates over 250 data centres globally, serving as a backbone for digital interconnection and cloud services. It has already achieved 96 percent renewable energy coverage and aims for 100 percent by 2030.
Oklo, Radiant, ULC‑Energy, and Stellaria represent a new breed of energy partners, innovating with SMRs and advanced energy systems that align with modern procurement goals.

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