在谷歌宣布签署全球首个企业协议,将从多个小型模块化反应堆(SMR)购买电力以满足其人工智能系统的用电需求后,小型反应堆概念股Oklo Inc.和NuScale Power的股价周一出现大涨。
数据显示,Oklo Inc.周一收盘大涨9.7%,NuScale Power也飙升5.9%。这显示出市场对小型核反应堆技术的广阔前景愈发看好,科技公司对可靠的低碳电力来源的需求正在不断增长。
根据协议内容,谷歌将从核能创企Kairos Power建造的七座反应堆获取约500兆瓦的核电。虽然具体财务条款尚未披露,但这无疑将推动小型核反应堆产业化进程。业内人士指出,随着人工智能、大数据等新兴技术的持续发展,未来对清洁稳定电力的需求只会不断攀升。
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