核技术新创公司Oklo(OKLO.US)盘中大涨逾17%,引发外界关注。公司方面宣布与数据中心营运商Switch达成为期20年的主电力协议,将在2044年前部署总计12千兆瓦的Oklo Aurora小型核反应堆,为Switch在全美多个设施提供清洁电力。
该项协议建立了合作框架,预计未来将涉及多项具有约束力的协议。根据协议内容,Oklo将自行开发、建设和运营新型核反应堆电站,通过多重购电协议向Switch数据中心供电。Oklo创办人暨执行长Jacob DeWitte表示,期盼藉由核电力支持人工智能、企业数据中心等新兴技术发展,提供可靠且无排放的能源。
小型核反应堆相较于传统型号具有规模和建设成本优势,搭配装置模组化等特点有望为电力需求客户提供灵活选择。市场普遍看好Oklo借此积极布局资料中心等数字化基础建设,进一步释放公司在核能源开发领域的商机。
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