在人工智能(AI)数据中心电力需求持续上升的趋势下,清洁能源供给备受关注。NANO Nuclear Energy Inc.(NNE)作为一家小型模块化核反应堆(SMR)开发企业,今日盘中大涨15.69%,引发市场广泛关注。
近年来,科技巨头为满足AI数据中心对能源的大量需求,正积极寻求核电供应解决方案。据报道,亚马逊为此已与多家核电公司签署数十亿美元采购和投资协议,并向一家SMR公司投资5亿美元;微软亦与公用事业公司签署长期核电供应协议。
作为新兴的核电技术,SMR具有设计紧凑、建设周期短、运营安全性更高等优势,被视为满足AI时代清洁能源需求的潜在方案。投资者对包括NNE在内的SMR公司发展前景看好,推动了其股价集体上涨。但一些分析人士认为,目前相关消息尚缺乏NNE自身新进展,后续仍需持续跟踪公司具体进展。
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