异动解读 | 人工智能浪潮推动小型核电复兴,Oklo 盘中大涨5%

异动解读
28 Oct 2024

科技巨头为加快人工智能发展而大举投资小型模块化核反应堆导致Oklo Inc.(OKLO.US)今日盘中大涨5.08%。

人工智能浪潮带来了对大量数据中心的需求,而数据中心耗能巨大。为解决这一供能难题,亚马逊、谷歌等科技公司近期相继投资开发小型环保核反应堆,旨在为数据中心提供可再生能源。

Oklo 是一家专注于小型模块化反应堆技术的公司,备受OpenAI创始人山姆·奥特曼青睐并持有股份。受益于这一投资热潮,Oklo 股价自10月中旬以来已狂飙近140%。

不过,分析师也警告称,该领域仍存在诸多监管障碍和供应链短缺问题,包括长达数年的审批时间以及核燃料供应困难等,未来盈利情况仍存在重大不确定性。对于未来发展前景,Oklo CEO雅各布·德威特表示持乐观态度。

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