No new primary-source update passed this edition’s source and exact-excerpt checks. This is an evidence review of previously reviewed material, not a claim of breaking news.
Research focus: Power & grid. TVA, local power companies and the difference between a contract, a plan and energized service.
TVA's August 2025 agreement with Kairos Power buys up to 50 MW from Hermes 2, scheduled for 2030. A PPA is not operating generation. [Kairos Power]
MLGW's July 2025 statement distinguishes a 0.5 MW general service at xAI's Tulane Road site from power for Colossus 2, which MLGW says it is not supplying. [Memphis Light, Gas and Water]
Our analysis: identify the actual serving utility and service agreement for a specific property before assuming capacity.
Kairos Power Hermes 2 — Oak Ridge — On August 18, 2025 Google, Kairos Power and TVA announced a PPA under which Hermes 2 in Oak Ridge would deliver up to 50 MW to TVA's grid, scheduled to begin operations in 2030. [Kairos Power; Google]
Kairos says TVA is the first U.S. utility to sign a PPA for electricity from a Gen IV reactor.
Hermes 2 is the first deployment under Kairos's agreement with Google for 500 MW of advanced nuclear capacity by 2035. Planned capacity is not delivered capacity.
xAI Colossus 2 — Tulane Road — The Greater Memphis Chamber announced in March 2025 that xAI bought a one-million-square-foot property in Southwest Memphis. DatacenterDynamics reported an $80 million purchase of parcels off Tulane Road in Whitehaven. [U.S. Census Bureau; Greater Memphis Chamber; DatacenterDynamics; Memphis Light, Gas and Water]
MLGW's July 22, 2025 statement says it supplies about 0.5 MW under a general services agreement at 5420 Tulane Road and is not supplying power to Colossus 2.
DatacenterDynamics reported xAI's Brent Mayo said the site could host up to 350,000 GPUs; treat that as an operator statement.
Disclosure discipline: a planned program is not completed expenditure; marketed IT capacity is not proof of energized utility demand. County and municipal approvals must be verified at the relevant jurisdiction. This edition does not change canonical project facts or confidence grades.