谷歌支持小型核反应堆以推动AI发展,Oklo和NuScale股价飙升

华尔街洞察
15 Oct 2024

10月14日,Oklo Inc.NuScale Power的股价周一大幅上涨,分别收涨9.7%和5.9%。此前,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。

谷歌表示,这一协议涉及由核能初创公司Kairos Power建造的七座反应堆,预计在本世纪末为其提供500兆瓦的核电。具体的财务条款尚未披露。

随着科技巨头们为其庞大的数据中心寻找稳定电力供应,越来越多的公用事业公司开始建设天然气发电厂,并激发了对全天候清洁能源核电站的兴趣。今年早些时候,亚马逊从Talen Energy购买了一个核能数据中心,微软与Constellation Energy也达成了一项协议,旨在帮助复活宾夕法尼亚州三里岛核电站的一个机组。

Kairos Power仍需获得美国核管理委员会(NRC)和当地机构的全面建筑和设计许可,整个流程可能需要数年时间。该公司已获得NRC的建设许可,计划在田纳西州建造一个示范性反应堆。

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