10月16日,NuScale Power盘中股价大涨11.09%,引发了市场的广泛关注。这主要得益于人工智能算力需求导致对清洁能源的巨大需求,推动了科技巨头纷纷布局核电市场。
消息面上,亚马逊宣布将投资超过5亿美元开发SMR(小型模块化反应堆)核电技术。亚马逊不仅与NuScale的竞争对手X-Energy达成合作,共同开发SMR电站,还与多米尼克能源公司签署协议,探讨在其弗吉尼亚州核电站附近新建SMR电站。
此外,谷歌和微软等科技巨头均已签署核电协议。预计未来数年,大量SMR电站将陆续上线,为科技公司提供清洁全天候电力。分析师认为,尽管基础设施和人力短缺,但SMR行业面临着巨大的发展机遇,有望成为核电复苏的重要力量。
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