在谷歌宣布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用电需求后,SMR概念股Oklo Inc.周一盘中股价大涨8.07%。
据报道,谷歌已签署全球首个企业协议,将从核能创企Kairos Power建造的七座SMR获取约500兆瓦的电力。虽然具体财务条款尚未披露,但这无疑将推动SMR产业化进程。
随着人工智能、大数据等新兴技术的发展,科技公司对清洁、稳定电力来源的需求不断增加。市场预计,这种需求将进一步拉动SMR行业的发展前景,因此Oklo Inc.等概念股出现了明显上涨。
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